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Intel Reports Q3 2022 Earnings: Back To Profitability, But Still Painful

I hope for the best, but it seems like Intel's plans rely on TSM slowing down process improvement and financial improvement. TSM already has scale and is far ahead. TSM is a fierce competitor and is not going to stand still as shown by their US fab expansion. Gelsinger has to come up with a plan to compete where TSM doesn't and that will be difficult as best. The only advantage Intel has is government money to bail them out. Any thoughts or comments on this would be appreciated.
 
Arthur Hanson said:
I hope for the best, but it seems like Intel's plans rely on TSM slowing down process improvement and financial improvement. TSM already has scale and is far ahead. TSM is a fierce competitor and is not going to stand still as shown by their US fab expansion. Gelsinger has to come up with a plan to compete where TSM doesn't and that will be difficult as best. The only advantage Intel has is government money to bail them out. Any thoughts or comments on this would be appreciated.
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That isn't how CHIPS works and TSMC is getting money from the same pool
 
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