The problem is I haven't seen any major results from Intel's investment for the past 4+ years. And I have no idea where are all of their R&D into. TSMC has been building more Fabs every single year, higher expenditure, while Intel has had little to no Fab capacity expansion ( Apart from the recent 14nm shortage ). In terms of CAPEX TSMC is only second to Samsung, but Samsung is the world largest DRAM and NAND maker.
In terms of roadmap TSMC has been extremely open about their progress all they way down to 3nm and has been executing to perfection. They take pride to be Apple's pure play Fab.
I do believe in re-investing for the future, the problem is I have trouble seeing that future from Intel. And their management has been lying for far too long doesn't bring me confidence.
In terms of roadmap TSMC has been extremely open about their progress all they way down to 3nm and has been executing to perfection. They take pride to be Apple's pure play Fab.
I do believe in re-investing for the future, the problem is I have trouble seeing that future from Intel. And their management has been lying for far too long doesn't bring me confidence.
Time will Tell.