opinion claim
The speaker says current Intel–TSMC capital-expenditure comparisons are somewhat unfair because TSMC serves nearly everyone as a foundry, whereas Intel primarily serves Intel.
Unresolved speaker · What will computer chips look like in 2045? · 22 Oct 2026
In their words
The transcript segments this claim was taken from
“Yes, very much. It's a little, um, bit of an unfair comparison between us and TSMC today, just because today they're a foundry for basically everybody, and we're largely a foundry for Intel.”58:52Report a misattribution
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