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S
KEY TAKEAWAYS:
- Foundry capacity is forecasted to grow at 4.3% CAGR[1] from 2024 to 2030.
- Mainland China to lead in foundry capacity...
Jul 2, 2025
O
Intel’s IEDM papers suggested that Intel 4/3 are EUV based. Could UMC take that flow which is running in Ireland and tweak it to make...
Jul 2, 2025
TSMC has the lowest cost manufacturing so yes they could price Intel and the rest of the foundries out of the market. Bad strategy...
Jul 2, 2025
D
I get that idea, but all estimates show Intel 7 cost = TSMC N7 price meaning it is way too high - TSM could easily drop the price of...
Jul 2, 2025
What a ridiculous title. Intel Foundry never had a shot at Apple business.
Is this the same person? Or did AI steal an identity...
Jul 2, 2025
D
It is still posted in their website. Are they still lying?
Jul 2, 2025
D
well Intel got 2 customers(AWS/Microsoft) ON 18a :) you can say the volume for those customer is low but saying no customers is kind...
Jul 2, 2025
Key Points
- Under President Donald Trump’s “big, beautiful bill” passed by the Senate, tax credits for semiconductor firms building...
Jul 2, 2025
S
well Intel got 2 customers(AWS/Microsoft) ON 18a :) you can say the volume for those customer is low but saying no customers is kind...
Jul 2, 2025
S
:ROFLMAO: :LOL: :ROFLMAO: :LOL: . Yes, Intel did post something like that.... I would recommend to look at what Intel posted in 2021...
Jul 2, 2025
S
I get that idea, but all estimates show Intel 7 cost = TSMC N7 price meaning it is way too high - TSM could easily drop the price of...
Jul 2, 2025
T
I get that idea, but all estimates show Intel 7 cost = TSMC N7 price meaning it is way too high - TSM could easily drop the price of...
Jul 2, 2025
M
:ROFLMAO: :LOL: :ROFLMAO: :LOL: . Yes, Intel did post something like that.... I would recommend to look at what Intel posted in 2021...
Jul 2, 2025
D
https://www.intel.com/content/www/us/en/foundry/process.html
Jul 2, 2025
L
Exactly. 18A does not have customers and TSMC has many N2 customers. The 18A window is passing. So now the focus is 14A ("but the next...
Jul 2, 2025
Like.
KEY TAKEAWAYS: - Foundry capacity is forecasted to grow at 4.3% CAGR[1] from 2024 to 2030. - Mainland China to lead in foundry capacity...
Daniel Nenni replied to the thread Taiwan's No. 2 chipmaker UMC eyes entering cutting-edge race.TSMC has the lowest cost manufacturing so yes they could price Intel and the rest of the foundries out of the market. Bad strategy...