It is reported that Intel's 10nm process continues to jump, this year I am afraid that there is no hope of stable mass production, it is likely to be postponed until the second half of next year to stabilize mass production, which is undoubtedly a bad news for companies that bet Intel's 10nm process.
According to the source, Intel will reduce the OEM business, mainly because of the 10nm process jump. However, for Intel, the foundry business is not their focus, so it has a greater impact on Intel's own business. There are even rumors that they I also wanted to win the order for Huawei's new Kirin processor, but now it is difficult to compete with TSMC.
In addition, LG and Spreadtrum are also Intel customers. Some of the processors released by Spreadtrum use Intel OEM. Although Intel is far superior to Samsung and TSMC in the same level of technology, its competitors have begun to use the 7nm process, and Starting to impact 5nm or even lower, so Intel's technical advantage is not obvious.