lolmei
09-20

$Intel(INTC)$ Intels current production technology is Intel 3 and that is 1 year behind TSMC. TSMC makes more 3nm wafers for Intel than Intel makes for Intel.

in 2025, 70% of Intels silicon below 7nm comes from TSMC.

Intel DC GPUs are <1% Market share. They are not number 3 in market share

Lunar Lake and potentially Arrow Lake will be good parts. competitive with Apple and AMD. they are made by TSMC

Someday Intel might be a leader. Maybe 2026.

Intel is competitive now.... not a leader

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