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Bingo. This. Nail. Head. This and other evidence leads to Intel pushing 10nm under the rug. The 10nm facilities are indeed getting shuddered and will probably be written off as losses in 2019. 7nm, which is set to ramp likely around 2021 at the earliest, is now their new goal from my readings. They definitely will not be first to market, though. They will be forced to settle for second or third best this time around if they expect at all to stay even remotely in cadence with the rest of the industry.