1. TSMC's 2nm semiconductor process technology has achieved significant progress, with Apple securing the first batch of production capacity; 2. Intel's foundry business faces challenges due to delays in advanced process development and competition from TSMC; 3. The development highlights intensifying competition in cutting-edge chip manufacturing and supply chain dynamics.
Recent #Intel Foundry news in the semiconductor industry
1. TSMC secures major orders for its 2nm process technology from Apple, reinforcing its leadership in advanced semiconductor manufacturing; 2. Intel's foundry business faces challenges due to delays in process development and competition from TSMC; 3. The shift highlights intensifying competition in cutting-edge chip fabrication and supply chain dynamics.
1. TSMC secures Apple's full order for 2nm process chips, solidifying its leadership in advanced semiconductor manufacturing; 2. Intel's foundry business faces significant setbacks as it loses key clients and struggles with technological competitiveness; 3. The development intensifies competition in global chip manufacturing, with TSMC and Samsung dominating cutting-edge processes while Intel attempts strategic adjustments.
➀ Nvidia is reportedly close to adopting Intel Foundry's 18A process node for gaming GPUs.
➁ Analyst Timothy Arcuri suggests that Nvidia is more likely to choose Intel over Broadcom.
➂ Intel is preparing its enhanced 18A-P fabrication technology for better performance or lower power consumption.
➀ TSMC and Intel are reportedly still working on a potential joint venture to run Intel's manufacturing capacity;
➁ The joint venture would involve leading American fabless chip designers such as AMD, Broadcom, Nvidia, and Qualcomm;
➂ The initiative is in response to a request from President Trump's administration to strengthen Intel and ensure continued American control.
1. QuickLogic, a developer of embedded FPGA (eFPGA) Hard IP, has joined Intel Foundry’s Accelerator IP and USMAG Alliances. 2. This collaboration will make QuickLogic’s eFPGA Hard IP technology available on Intel Foundry’s advanced process technologies. 3. QuickLogic will use its proprietary Australis IP Generator to deliver optimized eFPGA Hard IP cores for the Intel 18A process, enhancing performance and scalability.