Is Intel Keeping a (Wonderful) Secret From the Market Regarding Its 18A Node?
Intel could leap ahead of TSMC faster than previously thought.There's a conventional wisdom among investors that Intel (INTC 0.95%) is significantly behind Taiwan Semiconductor Manufacturing (TSM +1.44%), and that it will take years for the company to catch up to TSMC's technological lead -- if it ever happens at all.Last week, sell-side analyst Stacy Rasgon of Bernstein said that since it took a decade to "break" Intel, investors shouldn't expect it to take less than 10 years to fix. Notwithstanding Intel' ...