this post was submitted on 18 Aug 2025
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Intel had issues with 14nm, extremely massive issues with 10nm/Intel 7 and then issues with Intel 4, Intel 3, 20A and 18A.
There's only Intel, Samsung and TSMC left for leading-edge fabrication. Samsung and Intel are both struggling, SMIC might catch up at some point, but China has to replicate the whole supply chain and tech domestically due to sanctions. There's a real chance we end up with a TSMC monopoly and that's the critical issue.
The design side seems to fare better, but I'd argue there's more competition there anyways, so Intel isn't as critical in this regard.