This Intel analyst has dismissed speculation surrounding the stock, pointing to strong fundamentals and terming recent jump as "an easy one." ...
SMIC is the third-largest foundry globally, owning over 6% of the market in 2024, behind TSMC and Samsung; and overtaking GlobalFoundries and UMC. Intel is classified not as a foundry but as an ...
Intel’s Clearwater Forest AI data center server CPUs, which were set to use its 18A chip (similar to TSMC’s 3nm nodes ... We believe the technology road map outlined by Broadcom and the ...
Recent speculations indicate that Atsuyoshi Koike, president and CEO of Rapidus, will head a team to the Computex trade show ...
MoneyDJ reports that TSMC's second fab in Arizona will begin installing equipment for its cutting-edge 3nm node by mid-2026, ...
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced packaging fab capabilities in 2025, according to industry sources.
TL;DR: The US government has offered TSMC three alternatives to maintain its presence in the US, including co-existing with Intel as a foundry business. Options involve TSMC investing in Intel ...
Meanwhile, TSMC’s 2nm process is expected to enter mass production by mid-2026.
TSMC and Samsung are tied at 3nm in 2024, with both expected to roll out 2nm nodes in 2025. But TSMC is expected to take the lead by introducing its 1.6nm node in 2026, further solidifying its ...
TSMC's Arizona facility will handle 30,000 wafers monthly for the 2nm process, contributing to global production alongside Taiwan. TSMC plans to increase its investments into its fabs in Arizona ...
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