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A comment on Intel outsources Core i3 to TSMC's 5nm process. Parent comment

Re:Intel outsources Core i3 to TSMC's 5nm process by PartiallyTyped on Wednesday January 20, 2021 @08:39AM (#25846257)
They'd have to also compete with Apple, NVDA and AMD for those wafers. TSM is looking like a great investing opportunity.
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Re:Intel outsources Core i3 to TSMC's 5nm process by bluGill on Wednesday January 20, 2021 @09:13AM (#25846632)
Buy the rumor, sell the news. TSM was a great opportunity, is it still?

I don't know the answer, but it is an important warning to keep in mind when making decisions.

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Re:Intel outsources Core i3 to TSMC's 5nm process by andrewmcwatters on Wednesday January 20, 2021 @09:39AM (#25846917)
A resounding "no." The last time TSM was near fair value was mid-2020.
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Re:Intel outsources Core i3 to TSMC's 5nm process by PartiallyTyped on Wednesday January 20, 2021 @12:47PM (#25849431)
Why so? They have practically a monopoly as there is nobody that can actually compete, Samsung just isn't there, same for INTC's fabs, obviously.

In addition, more and more AI/ML accelerator startups show up with even more need for wafers and ASML has 2 year old orders on the backlog (half of their EUV's machines last year went just to TSMC).

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Re:Intel outsources Core i3 to TSMC's 5nm process by bluGill on Wednesday January 20, 2021 @01:04PM (#25849666)
We never know when intel or Samsung will catch up, or even get ahead. They have a monopoly today, but a little bit of luck on either part and that is gone...
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Re:Intel outsources Core i3 to TSMC's 5nm process by culopatin on Wednesday January 20, 2021 @09:07AM (#25846567)
It’s been going up since March. It was around 55 now at 136. Really nice returns.
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