Replies to post #129691 on Intel Corp (INTC)

[wbmw]

Intel has actually used TSMC as a foundry for both comms and connectivity for years now, so in the strictest sense you are incorrect. In fact, you could say that Intel is moving even more to TSMC as it is actually doing the work to port Silvermont and its other IP to TSMC in order to pull off SoFIA. Longer term, Intel claims that it will be moving SoFIA to 14-nanometer (EOY 2015), but I would like to see it to believe it.

You totally missed the point, probably by coming late in the conversation. It was about TSMC cost per transistor peaking at 28nm, and offering no improvement with 20nm, and even a retraction at 16/14nm. Since Intel in fact uses their own process for the vast majority of their product lines, they aren't necessarily tied to this fate. I also implied to the previous poster that Intel's huge bet on capacity build-out might suggest they know they have an advantage, and are putting billions of dollars into building a factory network that gives them sustainably lower cost per transistor than what their competitors can achieve with the foundries.