Intel Corp (INTC)

[Unkwn]

My personal opinion: Why would Intel stop developing 10nm? It would be stupid of them to stop it. Part of Intel's success was the full control of its processes and, in the past at least, a leadership in this domain. Without it, Intel wouldn't have enjoyed its success.

There is only one way Intel can go: open up its fabs and become a foundry. The market is large enough in the high end. There is room for TSMC, Samsung and Intel (Glofo has already given up on 7nm).

Intel has to get its cost under control, provide customers with everything they need to use Intel's processes and not treat those as second to inhouse designs. This is exactly where Krzanich has failed big time, and that from a process guy. Still can't believe it. I repeat it over and over again: Intel needs much more volume in the future to keep up with the foundries. Only way to achieve this is to diversify away from the stalling PC business. It needs foundry, mobile and memory business to achieve this. TSMC has a huge foundry business, Samsung has a huge memory business (and growing foundry) and what does Intel have: still only its PC business.

How does Intel react? Well, they just sold IMFT, the memory joint venture with Micron, to Micron. WTF? This includes the precious 3D Xpoint technology, btw. Doesn't seem Intel's management got any better without Krzanich. The board should be fired asap, if you ask me.