Intel CFO On Process Tech

Intel CFO On Process Tech

Summary Intel’s CFO has made some comments at the recent Morgan Stanley investor conference. Intel expects parity on process node with its 7nm vs. AMD’s 5nm in 2022. Will Intel regain process leadership with its 5nm? It depends on TSMC’s execution on 3nm, but most important for Intel is to keep to its own 2-year cadence. Intel’s 7nm is already denser than TMSC’s 5nm. Ice Lake was a decent post-14nm start. Intel’s innovation will accelerate from here. Investment Thesis Intel ( INTC ) (says it) keeps making progress on recovering from the 10nm debacle, which has allowed AMD to […]

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