TSMC Foundry 2.0 and Intel IDM 2.0

TSMC Foundry 2.0 and Intel IDM 2.0
by Daniel Nenni on 07-22-2024 at 10:00 am

TSMC 2Q2024 Investor Call

When Intel entered the foundry business with IDM 2.0 I was impressed. Yes, Intel had tried the foundry business before but this time they changed the face of the company with IDM 2.0 and went “all-in” so to speak. The progress has been impressive and today I think Intel is well positioned to capture the NOT TSMC business by providing… Read More