Depending on who you listen to, Intel is either dead man walking or straining to keep up with enormous demand. This video on Intel increasing its chipmaking capacity is interesting for several reasons. https://newsroom.intel.com/news/10nm-creative-improvements-expand-intel-manufacturing-capacity/

At its heart, Intel is a manufacturing company. That's why the fact that Intel is talking about moving some chipmaking to competitors (Samsung and TSMC are its biggest rivals) is so shocking.

Intel suffered years of problems moving from 14 nanometer manufacturing process to 10nm but it's apparently ramping the latter in earnest now. And yet it's brought newer chip designs to 14nm, so clearly 10nm has a long way to go. And Intel recently delayed later 7nm by 6 months.

My favorite part of the video is watching the FOUPs (front-opening unified pods) shuttling wafers around the ceiling of the fab. In olden days chips were made in clean rooms, but now the cleanest spaces are inside the FOUPs that move wafers from one processing step to another.

Oh yay, here's a whole video on the FOUPs. There are 27 miles of transit tracks to carry 1700 FOUPs around Intel's D1 Oregon fab at 7mph.

I'm reminded of Elon Musk talking about manufacturing. "The difficulty and value of manufacturing is underappreciated.... For cars it's maybe 100 times harder to design the manufacturing system than the car itself." https://www.businessinsider.com/elon-musk-says-building-factory-100-times-harder-than-making-car-2019-3