Replies to post #127540 on Intel Corp (INTC)

[fastpathguru]

would you agree TSMC's capacity is expanding while Intel's is contracting.

<crickets>

[Tenchu]

Borusa,

would you agree TSMC's capacity is expanding while Intel's is contracting.

Intel's capacity is not contracting. That's like government "cutting a budget" by slowing the growth thereof.

I'm not very familiar with TSMC's current capacity vs. future needs, but I figure TSMC can tolerate lower gross margins and pursue pure volumes while Intel is more reluctant to tank margins in order to pursue market share.

From a quality perspective, TSMC does not have the best process out there. But what they do have is a willingness to be a strong commodity player in SoC. They pretty much want to do to mobile SoCs what Japan did to the memory market in the early 80's, and that's by flooding it.

Tenchu