- Intel is looking to accelerate their manufacturing processes and get it back on track after years of delays and false steps.
- Given their past and current troubles here, we should take this new accelerated roadmap with a degree of skepticism, which Intel has earned.
- But even if they hit their milestones, that will still leave them trailing the industry leader, TSM, badly.
- The foundry strategy also does nothing to protect against the primary long-term threat to Intel’s operating statement – chips built around the ARM instruction set.
- Pat Gelsinger has brought a lot of fresh energy to Intel, but I remain neutral until I see more on the ARM question.
For further details see:
Intel's New Roadmap: Notes For Investors