Re: Is this fair?
I also read another source of problem for Intel.
Intel was not keen on making chips for others, so the the experience they get is from only building their own chips basically.
Whereas TSMC and Samsung manufacture for anyone with money and chip design.
So if Intel was amortising the plant cost over X number of chips that they made, according to their requirements per year, and gaining experience from making those X number of chips, TSMC and Samsung were amortising the plant cost from pretty much any and all clients, regardless they want 100 chips or a billion, and ended up gaining alot more experience with manufacturing and amortising the plant cost faster.
And that experience led them to gaining better capabilities in terms of the advanced nodes compared to Intel.
That sounded like a plausible reason to me as well.
Biting the hand that feeds IT
