Last Thursday, Intel announced that its 7nm was not up to scratch and its launch would be delayed for at least half a year, which placed us at the end of 2022 in the best-case scenario and the beginning of 2023 in the worst-case scenario. The next day, we indicated that Intel was bleeding to death, as the value of the company’s shares fell 16 percent after the information was released. While that same night, we were already talking about AMD’s actions soaring after the news was released.
In this article, we announced that Intel was already dead at the market share level, but we also indicated that Intel had a bullet in the chamber, resorting to TSMC or Samsung to carry out their projects, and that is really the only movement that can save the company from serious problems in the future. Now the week kicks off with industry rumors that TSMC has stepped up production of its 7nm EUV lithograph in the form of a nod to Intel to finally turn to an outside foundry to stay afloat.
Intel has invested a lot of money in R&D and developing its own factories, and going to an external factory would be really accepting that all the money and time invested has been useless, but at least swallowing pride would allow them to fight to maintain their quota. market until their manufacturing processes sees the light.