Intel Corporation Message Board

Take a look at this article in which AMD throws in the towel on fabrication. Essentially the new CEO says they can't afford it because of diminishing returns, costs and need for a huge base to absorb the costs.

Here's what it says about Intel:

"... but Intel Corp. keeps introducing new fabrication processes every two years and new product families every year proving the financial viability of Moore's law. The world's biggest chipmaker believes that the new process technologies enable it to integrate more functionality into chips while keeping their prices relatively flat. However, Intel is among a few companies who produce so large amounts of chips that it can cover development costs."

So, Intel and a few others. Who are the others? Samsung and TSMC.

But we are hearing a lot of the same language about fabrication coming from TSMC as what AMD is saying. And TSMCs balance sheet is clearly not that of Intel. As a result TSMCs fabrication is slowing and will stop after 20nm until they develop the technology and manufacturing prowess to move to 14nm fabrication.

Which brings us to Samsung. They have larger resources than TSMC but the same problem with slowing fabrication and moving to 14nm.

Who does that leave?

Only Intel...