News for hackers. Stuff that matters.

A comment on US Intel. Parent comment

Re:US Intel by craftkiller on Tuesday August 26, 2025 @02:11PM (#45030185)
> over a decade ago but no one thought to find TSMC on a map and ask whether Intel was driving itself into the dirt?

Over a decade ago Intel wasn't driving itself into the dirt. Their failure was just beginning approximately 1 decade ago, starting with their failure at EUV leaving them trapped on 14nm.

[ Parent | on HN ]
Re:US Intel by doytch on Tuesday August 26, 2025 @08:42PM (#45034136)
Huh? He talked about and linked to a series of his older articles, including this one from 2013. [1] It's been a while.

[1]: https://stratechery.com/2013/the-intel-opportunity/

[ Parent | on HN ]
Re:US Intel by craftkiller on Tuesday August 26, 2025 @10:21PM (#45034781)
That article is from before Intel started to decline. Quoting the end of that article:

> Intel is already the best microprocessor manufacturing company in the world

Intel was not driving themselves into the dirt if they are the best in their field. Instead, I'd suggest looking at when the process nodes were achieved:

  |      | Someone Else   | Intel | Lead |
  |------+----------------+-------+------|
  | 32nm | 2011 (Samsung) |  2009 |    2 |
  | 22nm | 2013 (IBM)     |  2011 |    2 |
  | 14nm | 2015 (Samsung) |  2014 |    1 |
  | 10nm | 2017 (Samsung) |  2018 |   -1 |
  | 7nm  | 2018 (TSMC)    |  2021 |   -3 |
Seems almost exactly a decade ago that Intel lost their lead and fell behind the competition.
[ Parent | on HN ]