If they are launching a new generation of products on 14nm in a couple of months, got to wonder how healthy 10nm is and when it ramps to address more than Core M. They are already making a mess in the channel by bringing Coffee Lake 5 months forward in reaction to AMD so will be hard to make another mess and launch 10nm wider before second half next year. Kinda smells like only the second gen 10nm will be ready for wider adoption.
TSMC has a very favorable technology and talent to execute, and customers are quickly recognizing that. LiarFoundries has nothing worthwhile to show for 7nm and no talent. Any customer who chooses LiarFoundries (AMD) will be sure to be left behind.
Wow, another big 7nm win for TSMC! Why would you pick anything else? Qualcomm, Apple, Mediatek. All cell phone socs will run on TSMC 7nm! What a total domination. Slamsung and glofu are on the outside looking in. TSMC is first and they are a yield machine. But if i was a second tier loser i would choose slamsung. Why would you ever pick glofu?