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Intel a Year Behind TSM in Foundry Capabilities, Says Citi

Citigroup chip analysts Roland Shu Christopher Danely today review the prospect of Intel (INTC) competing directly with Taiwan Semiconductor Manufacturing (TSM) in building chips for other companies, and declare TSM the likely winner in any such face-off. You’ll recall Intel during its annual Developer Forum in August said it had struck a partnership with ARM Holdings to provide “foundry” services to chip designers licensing ARM’s chip technology, opening a door to making a much broader set of parts for a much broader set of third parties than Intel has ever courted.
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