Intel's foundry business is struggling, losing billions each quarter, while TSMC dominates the market. CEO Pat Gelsinger's claims of rapid progress are undermined by missed targets.
Intel is unable to manufacture its eagerly awaited 20A node, focusing on its 18A process instead, which has reportedly failed to impress potential partners.
Mixed signals persist as potential customers like Broadcom found Intel's 18A test wafers unfit for volume production. This raises doubts about Intel's credibility in the foundry market.
CEO Gelsinger is promoting Intel's foundry capabilities, yet the dependency on TSMC and internal struggles make it hard for clients to trust in Intel's process technology.
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