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The key problem seems to be "that its latest chip manufacturing process called 18A is going to be mainly used for its own internal products—meaning no major external customer has yet signed up to have Intel make its chips."
The chip maker’s future was dangling by a thread even before CEO controversy
By Asa Fitch and Dan Gallagher
Aug. 12, 2025 5:30 am ET
In March, WSJ explained how a mistake Intel made in the mid-2000s snowballed into one of the biggest challenges now confronting CEO Lip-Bu Tan.
Five months in...
Pilot line operations to begin this year, so presumably some expenditures already: https://techhq.com/news/can-rapidus-rebuild-semiconductor-industry-in-japan/
A more practical reference than Rapidus would be TSMC (obviously): https://www.tsmc.com/static/abouttsmcaz/index.htm
$65 billion for...
4. Intel is cash poor and can’t afford to invest in the capacity needed in the future to replace TSMC or even a reasonable fraction of TSMC capacity. They probably need a cash infusion of $40B or so to be competitive.
Is $40 billion even enough?
This looks like another AI investment research summary: https://www.ainvest.com/news/smic-resilience-geopolitical-trade-pressures-strategic-investment-case-2508/
On technological self-reliance vs. international collaboration
Advocates for SMIC argue that its 5nm technology development through...
President says tech companies can avoid the levy by investing in US manufacturing
Michael Acton in San Francisco, Tim Bradshaw in London and Aime Williams, James Politi and Demetri Sevastopulo in Washington
Published yesterday
Updated14:17
Donald Trump has vowed to impose a 100 per cent tariff...
However, I fear Trump's playbook is to use the threat of tariffs to demand more investment.
Trump previously threatened Apple with extra tariffs unless it moved iPhone manufacturing to the US.
I've read that 12nm was supposed to be comparable to TSMC's 12nm, and I assumed the '16' in Intel 16 nm likewise was supposed to compare to TSMC's 16nm.
TSMC stock was up almost 5% on the Taiwan Stock Exchange today on the belief that TSMC would be exempt from Trump's tariffs, due to building factories and investing in the United States.
The weighted index opened higher today and then fluctuated throughout the day, closing at 24,003.77 points...
Largely due to its stochastic nature, EUV still requires multipatterning, which takes the shine off the initial claims by ASML. A big burden for NIL to gain any traction is building the infrastructure, just like it was a challenge for EUV. This would also require customer evaluations. I doubt...
Amid tightening US export controls on EUV lithography systems and related technologies, China's chip equipment sector has made a breakthrough. On August 1, Pulin Technology (Hangzhou) shipped its first domestically developed semiconductor-grade step-and-repeat nanoimprint lithography (NIL) tool...
