ot - INTC
INTC - Announced that 1. It has invented a new transistor
technology that will boost cpu power by up to 20%. 2. That
comparing 10nm and 7nm is not a straight measure of speed, given
the new technology, which will first appear in its laptop chips
this fall. 3. That its flexibility in using its own fabs or renting
out others (TSMC) is a good thing.
That last statement seem dubious to me. Idle fabs are a drag on
the bottom line. As for the rest, either it's INTC trying to cover
itself after announcing more delays in getting to 7nm, or they're
going to pull another magic rabbit out of the hat to regain the
ground they've lost in chip manufacturing. You make the call.
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