$Intel(INTC)$
Hence, the sooner Intel ditches the fabs the better. The costs of building & sustaining investments in Fabs are astronomic and only pure play foundries like TSMC can afford them or a behemoth like $Samsung Electronics Co., Ltd.(SSNLF)$ .
Intel is neither and is in much worse situation than both. It has the worst cost structure and worst competitive position between all leading edge foundries and all leading edge fabless companies. So something has to give.
Being 2nd tier in design and 2nd tier in fabs doesn’t equal to advantage, it’s actually worse as it creates a 3rd tier company which is where Intel finds itself at the moment.
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