#foundry-competition

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#tsmc #semiconductors #2nm #ai-demand #intel #process-nodes-18a14a
Tech industry
from24/7 Wall St.
1 week ago

Taiwan Semiconductor Started 2nm Chip Production. Time to Buy?

Taiwan Semiconductor’s 2nm production start and strong earnings position it to sustain leadership amid rising AI demand and growing foundry competition.
fromTheregister
3 months ago

Intel asks TSMC for help ending its reliance on...TSMC

Intel's claim to fame is that, unlike most of its competition, it designs and manufactures chips. Or at least it used to be that way. Over the past few years Intel has outsourced production of some CPUs, GPUs, and networking kit to TSMC. Chipzilla continues to make its own Xeon family of datacenter processors. As it sent more work to TSMC, Intel also tried to create a foundry biz to compete with the Taiwanese company.
Tech industry
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