Replies to post #146907 on Intel Corp (INTC)

[Unkwn]

Oh, they are. You're looking at the wrong numbers. Free Cashflow, taken from Morningstar:

09/2015: 46,768
12/2015: 58,522
03/2016: 82,384
06/2016: 31,505

This is not even because of growing Capex but because of shrinking operating cashflow.

Yes, that doesn't mean that TSMC is already in trouble, far from it. They are losing market share and competition increases, so prices will get under pressure. Apple was able to compensate that a little, for strategic reasons, but that is surely at low margins for TSMC (maybe explains the higher revenue but shrinking cashflow). Apple is a big customer, but not big enough to compensate for all that competition that is coming.

If only Intel would be capable of taking some market share also ...

[VeeCee]

Your response clearly states that TSMC/Samsung 10nm is not 10nm but close Intel 14nm. That rests the case. Intel has the lead and will have the lead.
Samsung/TSMC are not playing by the same rule.