Intel Corp (INTC)

[Unkwn]

Well, you could put that as positive, saying Intel has larger than expected demand, or as negative, that Intel struggles with 10nm and therefore has less capacity than planned

What is really going to be interesting: Which TSMC process are they going to use and how will it compare to similar/same designs made on Intel processes. It may be the first possibility to compare an Intel design on an inhouse vs. a foundry process, apples to apples. Let's hope someone is taking the effort to do some etching.

The other question is: Is there a reason why Intel is outsourcing their budget designs? Is it because TSMC actually can make them cheaper?