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Samsung Foundry is well known for horrible yield and broken promises.
Since Intel 18A is already in HVM and Samsung 2nm HVM is targeted for 2027 (hopefully) I give Intel the advantage. The question is price. Samsung has in the past dumped wafers to get production rolling. Will customers take...
It certainly has. War is much more like a video game everyday and who has the most talented video gamers in the world? China. Who has the most electronics manufacturing capacity? China. And these drones do not require leading edge process technology so China can make their own drone chips as well.
Agreed but you can only be a free trader if you have multiple sources to trade from. My concern is that if Intel Foundry does not succeed at 18P and 14A there will be no more Intel Foundry. This is a major C level concern in the semiconductor industry, absolutely.
My guess is that Intel Foundry...
One big advantage: Intel 18AP and 14A will be made in America by an American company that the US Government is a major stakeholder.
TSMC's $50B+ CAPEX should tell you something. It takes 2 years to build a fab in Taiwan. Same with a packaging facility. Since it takes 2-3 years to tape-out a...
Fab 62 is for 18A? Hopefully Intel internal products ramp up so 62 is necessary and maybe add some foundry business.
I don't recall if the Intel AZ fabs can handle HNA-EUV. The Ohio fabs are HNA-EUV capable. Intel often builds shells and waits until demand ramps before moving equipment in...
Intel can claw back market share, analyst says. The stock gets an upgrade.
https://www.msn.com/en-us/money/topstocks/intel-can-claw-back-market-share-analyst-says-the-stock-gets-an-upgrade/ar-AA1UAOfa
Intel Ohio One is back! Bechtel posts loads of new jobs over the last few days looking for managers, welders and electricians to work on the New Albany project. 14A is GO!
https://jobs.bechtel.com/go/MT/8996000/
Last edited2:26 AM · Jan 18, 2026
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33.4K Views
I think TSMC's $50B+ CAPEX in 2026 may indicate otherwise.
Increasing the likelihood of Intel 14A's success is the chronic shortage of advanced manufacturing capacity at foundry leader TSMC. That situation isn't going to change anytime soon, so Intel could stand to benefit over the next few...
Image source: Intel.
Key Points
- Hiring is picking up at Intel's long-delayed Ohio fab.
- Recent comments from CEO Lip-Bu Tan suggest greater success in engaging potential customers for the Intel 14A process than for the Intel 18A process.
- This could indicate that Intel will accelerate the...
Jan 20 (Reuters) - AI startup Humans&, founded by former OpenAI, Alphabet and xAI researchers, has raised $480 million in a seed financing round, which values the company at $4.48 billion, it said on Tuesday.
The outsized seed round highlights intense investor interest in next-generation AI...
Cheng says tariff deal gives chipmakers preferential treatment
TAIPEI (Taiwan News) — Taiwan said it aims to lead a “democratic” high-tech supply chain with the US after securing a tariff deal to deepen cooperation on chips, Reuters reported Tuesday.
Vice Premier Cheng Li-chiun (鄭麗君) said...
I thought for sure AI would help the media create legitimate content but clearly it will take more time.
I'm 100% behind the concept of a Silicon Shield as a deterrence. Us semiconductor insiders definitely know TSMC's strength but what good is it if the whole world does not know? Well, now...
Key Points
- Taiwan’s “silicon shield” will remain concentrated on the island for years, analysts say.
- The goal is to bring 40% of Taiwan’s semiconductor supply chain to the U.S., Commerce Secretary Howard Lutnick told CNBC.
- Experts doubt the plan would be easy, especially given Taipei’s...
Photo by Slejven Djurakovic on Unsplash
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his thoughts on. During the episode, Cramer highlighted the company’s comeback. He remarked:
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and...
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give China a reason to attack though.
Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do business. TSMC creates a custom process/PDK for Apple, Apple had most favored nation status so TSMC could not charge less for wafers than what Apple paid etc...
In my opinion this will be mostly a Japan only fab. Rapidus does have an office here in Silicon Valley that is staffed by foundry experienced people but Rapidus does not have the made in America tail wind that Intel Foundry has. I believe the Rapidus PDK is close to production so it will be...
Great read, thank you. It is interesting to give full credit to Tim Cook but as an insider I know it was his team who did it. The same thing with the Apple/TSMC relationship. Tim was not in Taiwan meeting with Morris Chang, it was Jeff Williams. Tim was not at the TSMC 30th anniversary speaking...
I do not believe it will happen under the current US administration. My guess is that Taiwan and China will work it out politically and be partners. That is my hope anyway. If Taiwan had to decide between being part of China or part of the US what would they choose?
