In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch its own 20A process in Arrow Lake and would instead use the TSMC N3 process...
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00:00 Quick recap - 5 nodes in 4 years
03:07 Now is Intel dropping 20A node?
06:11 Leo ponders the utility of roadmaps…
07:53 The financials
10:45 Intel is in a tricky position
11:51 Pulling together the different threads
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