I know that past performance does not indicate future results but looking at their 2013-2016 roadmap [1] which promises 10nm at Q1 2016 (which never happened!), I strongly doubt their future roadmap will hold.
And for the previous 40 years Intel was always about 1 year ahead of their competitors. I would never bet against Intel, that's been a losing game for far too long.
Irrelevant. AMD doesn’t own its own fabs anymore, and I think they rely on the expertise for whoever happens to be fanning their chips, allowing them to simply choose the fab with the best process while they focus on architecture.
No. It’s just the reality of the situation. Perhaps intel would do better to separate their fab and architecture divisions, or maybe they are already sufficiently separated internally anyways.
Yes, and in those years* Intel also had the largest leading edge wafer output. I.e They managed to sustain that lead because they had the volume. So what has changed? Even if Intel continue to ship 200M leading edge node to PC market they still would not compare to the GPU + AI + Mobile SoC Market in volume. Those days are gone. TSMC now has that advantage.
I don't think it's fair to say a leaked roadmap counts as Intel promising something, nor should 1 miss prediction immediately result in the dismissal of everything else. There's no pattern of Intel missing their roadmap to justify much suspicion. It's odd to put out something like this while 10nm's failures are hot in everyone's minds, but still.
At what point does this become securities fraud? How many retail investors are going to get annihilated when intel runs through their buy back authorization? This all feels like a ponzi scheme but with intel turning the crank using their own cash.
[1] https://wccftech.com/intel-processor-roadmap-leaked-10nm-can...