Chips are manufactured using equipment that is not made in Taiwan or China. It's primarily made in the USA, Japan and Europe. That same equipment is available to Intel.
In the last 12 months, Intel's net profit was $21,000,000,000.
I don't work for Intel so I don't know, but I'd wager that any chip node that TSMC can produce, Intel can produce as well. Intel has access to the same equipment and plenty of profit to work with. They either choose not to, or, they simply choose not to advertise the capability.
For TSMC, as a foundry, their manufacturing capability is a selling point. For Intel, it is a strategic advantage. It makes sense for TSMC to announce what node they are capable of. It does not make sense for Intel to do so. Intel sells chips based on the chips' capabilities. Not on Intel's manufacturing capabilities.
> Interestingly, however, Intel's CFO has previously admitted that 10nm yields aren't great and will actually be lower in profitability than their older 22nm process
Perhaps, but bringing up a fab production line is (massiveley) expensive. It could just as easily be a business decision to outsource the GPU production to TSMC for the time being, or indefinitely, depending on anticipated volumes.
I'm looking for more than assumptions and inference based on public information. Sure, Intel might not have the capability to build at 5nm even if they wanted to, but a lack of public evidence that they are building at that node does not mean they can't.
In the last 12 months, Intel's net profit was $21,000,000,000.
I don't work for Intel so I don't know, but I'd wager that any chip node that TSMC can produce, Intel can produce as well. Intel has access to the same equipment and plenty of profit to work with. They either choose not to, or, they simply choose not to advertise the capability.
For TSMC, as a foundry, their manufacturing capability is a selling point. For Intel, it is a strategic advantage. It makes sense for TSMC to announce what node they are capable of. It does not make sense for Intel to do so. Intel sells chips based on the chips' capabilities. Not on Intel's manufacturing capabilities.