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Right, but from what I remember Intel was going to manufacture additional 65nm BCD/RF-SOI capacity for Tower versus Tower getting access to Intel's FinFET processes.
Thank you for pointing out the obvious but only the wafers that will be packaged by TSMC are flown back to Taiwan. Packaging has been off-shore for years (Malaysia, Vietnam, Philippines, Thailand) since it is a low margin business. TSMC is, however, building two new packaging facilities in AZ...
The US chip supply chain hasn't entirely achieved self-reliance, as according to a new report, chips made by TSMC Arizona are being sent back to Taiwan for packaging to fulfill massive demand coming from the AI markets.
TSMC Doesn't Have Sufficient Packaging Services in The US, Which Is Why It...
Very true. Having outside eyes looking in is valuable as well. UMC has VERY satisfied and loyal customers. Intel Foundry could learn from that. I'm surprised we have not heard more about Tower Semi doing the same thing and how about Globalfoundries stuck at 14nm they got from Samsung? Intel...
It is true, always has been. Remember, this is not the first time Intel has gone into the foundry business. The Intel PDKs are a different breed from foundry PDKs and TSMC PDKs are the best the foundry industry has ever experienced.
I was working with Altera when they moved to Intel. The Intel...
Just because Samsung sold on price does not mean Intel Foundry will have to. Customers want an alternative to TSMC and that is a fact. It does not have to be better, it does not have to be cheaper, it just has to be comparable. Monopolies are bad.
Exclusive-Intel's top strategy officer to depart this month
(Reuters) -Intel's top strategy executive, Safroadu Yeboah-Amankwah, is departing the company, the latest change since Lip-Bu Tan took the chipmaker's helm in March, two people familiar with the matter told Reuters.
Intel confirmed the...
Tell that to the companies that exhibited at the semiconductor conferences I have attended this year. You should have seen DAC last week. It was all AI. My favorite one was the new verification company Bronco AI.
It absolutely is. Why else would companies do business with Samsung Foundry? How do you negotiate pricing with TSMC without cheap pricing from Samsung? It can also be called the Anti Monopoly Market.
Samsung Foundry is losing customers due to bad yield and lack of trust. It started at 10nm and...
I agree, 18A will be successful for Intel but not for the foundry business. Too many companies have already taped out at TSMC N2, it is like an avalanche and there is no stopping it. Hopefully Lip-Bu can change that for 14A with some pre pay agreements with big customers. Pat's "we will beat...
Credit: Intel
"The decision to step down from Intel was an extremely difficult one. I wanted to finish what I started, but as you know, I was not given the opportunity," says ex Intel CEO Pat Gelsinger in a new interview with Japanese outlet PC Watch. This is the first hint from Gelsinger we've...
I certainly hope not:
"Global utilization is expected to hover around 70% through 2030. This relatively low utilization rate will become the new normal. Without a corresponding surge in wafer production and end-market demand, the return on these capital-intensive expansions may fall short."
I...
Intel Foundry made the same mistake Samsung and Globalfoundries made, they went after TSMC. I told the Intel people first off to go after Samsung Foundry, a much easier target. HNA-EUV is a glaring example. Instead of trying to beat TSMC, follow TSMC. TSMC followed Intel for many years before...
At the Design Automation Conference this week the consensus amongst the top semiconductor companies was that AI today has helped them reduce the chip design/verification effort 30-50%. I asked if that will that mean we will need 30-50% less people? Clearly the answer is yes but the answer I kept...
Global Capacity for 7nm and Below to Reach 1.4 Million Wafers Per Month by 2028
MILPITAS, Calif. – June 25, 2025 – SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today reported findings from its latest 300mm Fab Outlook...
KEY TAKEAWAYS:
- Foundry capacity is forecasted to grow at 4.3% CAGR[1] from 2024 to 2030.
- Mainland China to lead in foundry capacity by 2030, with 30% of global share.
- U.S. players account for 57% of wafer demand but own only 10% of foundry capacity.
- Global foundry utilization to remain...
Intel to outsource marketing to Accenture and AI, resulting in more layoffs
Anton Shilov
Who makes up these titles? Actually, the layoffs were due to a bloated and ineffective marketing group. Word to the wise, do your job or AI will do it for you.
A nothing burger for TSMC. I do not see TSMC building more fabs in China. I also find it interesting that they do not name the people who they are quoting. How can you trust nameless people? Do these people get paid by the word or click?
