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Delaying a new node by a year or even more is not a big problem for an IDM in normal situations and this has happened to Intel, Samsung, Texas Instruments, and others without causing any significant problems. The problem for Intel is that, given its size, it has to compete against multiple companies at once: AMD, Nvidia, Xilinx, Broadcom and Samsung, just to name a few. And when all these companies can take advantage of the self-reinforcing foundry ecosystem, but Intel cannot, it finds itself in an unfavorable position. |
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