Semiconductor articles

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Intel's $13B foundry loss raises stakes for potential TSMC partnership

Can TSMC save Intel's foundry business?
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.
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Intel's 18A found to be faster but TSMC's N2 is denser in process node showdown

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.
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Intel's takeover dilemma: A Gordian knot of funding and politics

Editor's take: A takeover of Intel has become a Gordian knot. The company's factories require massive investments – billions of dollars and several years to fix – which most prospective buyers, companies or private equity firms aren't willing to handle. The US government has also poured a lot of money into these factories, making it politically difficult to shut them down. The problem is clear: no one wants the factories, but Intel can't be sold without them.
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Intel foundry customers have successfully powered on 18A node engineering samples

18A remains on track for a mid-to-late 2025 launch
Why it matters: The success of Intel's upcoming 18A process node is critical to the company's future. After refuting reports of abysmal yield rates, Intel recently confirmed that 18A has reached a crucial milestone in its effort to regain competitiveness against semiconductor rivals Samsung and TSMC.