I could not find one analysis in regards to MSCC foundry deal (although SA and fool are cranking out blurbs like chicken lay eggs) - some people say Micro who? or someone on EE times commented MSCC least expected.
Brian Krzanich is far, far more aggressive to grow Intel's foundry business. They are not only cherry picking - they are going to grow it into a "serious" business (forget Apple for a moment - there is other business to be taken from TSMC)
Intel has a HUGE advantage with a production worthy TriGate - not only in the CPU and Soc ARENA.
See attached quote - of course you need to understand what MSCC business is about.
The market is slow and has a hard time to "connect the dots".
The new guy is good...push ARM to the wall while sucking business away from the ARM foundries
"Market watcher Handel Jones of International Business Strategies (Los Gatos, Calif.) said FinFETs present real challenges for mixed-signal designs, potentially delaying the node’s ramp.
Nevertheless, he said Globalfoundries and Samsung have a significant opportunity to grab market share from TSMC. In addition, IBM’s Burlington fab is doing “extremely well” in RF, he added."