The author Damnang2 has penned an authoritative piece on Substack about the hill Intel has to climb to catch TSMC. Here it is: In Q4 2025, Intel Foundry posted revenue of $4.5 billion alongside an operating loss of $2.5 billion. CEO Lip-Bu Tan admitted that “the company invested too much, too fast, without sufficient demand,” and Intel’s SEC filing included ...
Intel Foundry: The Last Chance
