How Will Intel Really Be Able to Beat TSMC in The Next Year?
TSMC said the expansion will add four more fabs and help support higher U.S. semiconductor demand, with Arizona investment rising to $265 billion.
4 Articles
4 Articles
How Will Intel Really Be Able to Beat TSMC in The Next Year?
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.
TSMC has significantly expanded the production scale of its 3nm and 2nm processes to meet the surging demand for AI and high-performance computing semiconductors. By utilizing 5nm equipment for transition and making aggressive facility investments, it is increasing the proportion of revenue from advanced processes and strengthening its leadership in the semiconductor market by diversifying its production bases to Taiwan, the United States, and J…
(Taipei=Yonhap News) Correspondent Kim Cheol-mun = Taiwan's TSMC, the world's largest foundry (semiconductor contract manufacturing) company, [plans] its 3-nanometer (nm) process for the fourth quarter of this year...
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