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Stock Markrule
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this post was submitted on 05 Aug 2024
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Sure they can. Intel is already gearing up 20A and 18A nodes, and those should leapfrog TSMC. Not that TSMC is staying still, either, but Intel will likely have the world's best density for a while.
Meeh I've been hearing this in investor meetings for too long. If it was half true they wouldn't be so behind in their current node in stores.
You hear it for that long because it takes a long time to build fabs.