Replies to post #126995 on Intel Corp (INTC)

[walbert]

"Actually, if you look at Stacy Smith's slide deck at the last analyst meeting you'll see that TSMC 28nm density is comparable to Intel 22nm."

[Those days are over. As Intel moves to 14 and 10nm they will have leadership in density. This was covered extensively on Investor's Day.]

[chipguy]

But the cited wafer costs were comparing process nodes of similar density

With Intel you are paying for the privilege of using a process node a
couple of years before anyone else produced in fabs running huge
volumes with mature yields. For a few fabless semicos that advantage
could be transformational to their business.