Intel Corp (INTC)

[Sarmad]

>> Without those accounts the payback for new process development becomes longer or those new wafers become much more expensive for a time.
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And if Intel can get enough utilization of new process, the effect will be double. Intel's per wafer costs will be subsidized by the non-Intel fab work, and the non-Intel foundries will have less revenue.

Unless of course, if there is enough volume to occupy all the available capacity.