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The Intel Split – Stratechery by Ben Thompson

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It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.

The Intel Split – Stratechery by Ben Thompson Skip to content The Intel Split Tuesday, January 18, 2022 Intel’s earnings are not until next Wednesday, but whatever it is that CEO Pat Gelsinger plans to discuss, it seems to me the real news about Intel came from the earnings of another company: TSMC. From the Wall Street Journal : Taiwan Semiconductor Manufacturing Co., the world’s largest contract chip maker, said it would increase its investment to boost production capacity by up to 47% this year from a year earlier as demand continues to surge amid a global chip crunch. TSMC said

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