$Intel(INTC)$ Worth repeating. Elon Musk is building the Terafab in Austin, Texas. He plans on processing 1 million wafers per month for Tesla, SpaceX, xAI, and Optimus. To get perspective, TSMC processes 1 million wafers a month (including older technology) for everyone—that includes Apple, Nvidia, AMD, Qualcomm, etc. Intel will be the manufacturer inside the Terafab. Google and Intel have just announced a multi-year, multi-billion dollar deal for their own custom chips, which they will be selling externally. Microsoft has also committed to multi-billion dollar contracts for their own custom chips. Nvidia has announced they are over a year into developing custom chips with Intel.
Products using 18A are out and showcase a giant leap in power efficiency and performance. Previous products were trounced by AMD offerings, but now they are ahead in performance in some areas and on par in others. (The market is big enough for both companies to thrive.)
People who say nothing has changed are simply clueless.
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