The difference is, sentiment to IBM’s performance is much different from investor’s perspective. They’re almost at all time highs in terms of stock prices as well. My understanding is Intel has to compete with Chinese chip manufacturers as well now, and they don’t seem to be performing well. SMIC and others are catching up (or caught up?) at this point.
SMIC is still 5 years or more behind Intel, TSMC, and to a lesser extent, Samsung in terms of performance. With current geopolitics I doubt SMIC is going to takeover in the short term.
Intel has 20a/18a shipping end of this year and early next year. The success of failure of those chips will be telling.
5 years ? They're 10 years behind on performance, and the chips have waaaay higher tdp then the old Intel/Nvidia/AMD CPUs/gpus had back then... So realistically, they're even more behind.
Still an achievement though, they're at least making am attempt. That's more then can be said for I.e. Europe or India
