Intel Corp (INTC)

[pilgrim68]

Not a bad way to put it. I think you have to consider the cost of a state-of-art fab before you can assume that Intel has no chance. I don't know the cost, but you could assume well over 4 billion every 2-3 years.

Most contract manufacturing is below the need for such technology. Intel is the only company that is able to spread the cost among product lines mixes.

But as of today, Intel's offering is absent. So its hard to tell how this plays out in 2013.