Re:Intel stock collapse worsens as $3.5T chip rout spreads
by adrian_b on Tuesday November 03, 2026 @07:45AM
(#50351340)
While Intel had bad sales of CPUs for personal computers, due to the memory crysis, they have sold every server CPU they could make, despite the fact that their server CPUs are much inferior in comparison with the AMD server CPUs.
The reason is that AMD could not make enough server CPUs to satisfy the demand for datacenters, due to limited production capacity at TSMC, so Intel, who makes server CPUs in their own fabs, could also sell everything they got.
So as you say, even the older fabs of Intel, which use the somewhat obsolete "Intel 3" CMOS manufacturing process, with which the old Intel Granite Rapids server CPUs are made, have been an important asset in these circumstances.
The reason is that AMD could not make enough server CPUs to satisfy the demand for datacenters, due to limited production capacity at TSMC, so Intel, who makes server CPUs in their own fabs, could also sell everything they got.
So as you say, even the older fabs of Intel, which use the somewhat obsolete "Intel 3" CMOS manufacturing process, with which the old Intel Granite Rapids server CPUs are made, have been an important asset in these circumstances.