Comment by lostlogin

3 months ago

Are you saying that Intel is well positioned if Trump let’s China think it can invade Taiwan without consequences?

If so, that’s a hell of a way for Intel to secure its future.

Intel is screwed because their foundry is nowhere near up to speed but AMD has zero alternatives to TSMC in Taiwan so they got it worse - at least for now, I don't think TSMC Arizona is ready yet.

  • TSMC in Arizona has been at full scale production of 4nm chips for a while now.