A hot potato: TSMC has repeatedly said that funding a new chip-making venture outside Taiwan is very expensive for numerous reasons. However, a new analysis tries to debunk the company's alleged financial issues with building new plants in other parts of the world.
Can Intel's first 2nm-class process node save the day?
Why it matters: As Intel's chip design and foundry businesses face mounting pressure that could jeopardize the company's future, much is riding on the success of its upcoming 18A node. As Intel finalizes its latest semiconductor process, 2025 will be a decisive year for its efforts to legitimize its foundry division and regain competitiveness against TSMC and Samsung.
In context: Once the undisputed leader in semiconductor manufacturing, Intel now finds itself at a critical juncture as its foundry operations face significant financial challenges. It remains uncertain whether a deal with TSMC can rescue Intel's foundry business, but without it the company – better known in its heyday as "Chipzilla" – must find a way to address its manufacturing challenges and financial losses.
Bottom line: Intel and TSMC are both gearing up to launch their respective 18A and N2 process nodes, each offering significant advancements. On one side, Intel claims 18A will deliver much higher generational performance gains. On the other, TSMC is emphasizing N2's impressive transistor density. But which one is truly superior? As it turns out, the answer isn't so straightforward.