Intel lures Shawn ‘Seung Hoon’ Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.
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Elon Musk’s people have begun reaching out to various semiconductor fab suppliers to ask for pricing and delivery timelines as the Terafab project ramps up.
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TSMC unveils aggressive plans to ramp up 3nm-capable capacity further in the coming years amid strong demand from the AI sector.
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By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world’s top foundry still calls its American peer a ‘formidable’ competitor.
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China’s YMTC is expected to start operations at its Phase 3 Wuhan fab late this year as the first leading-edge memory plant built to comply with Beijing’s unwritten 50% tooling requirement.
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China’s Yangtze Memory Technologies plans to build two fabs beyond the Phase 3 plant that it’s due to complete in Wuhan this year.
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If these “billions per year” in deals close, it’d mark quite the turnaround for Intel Foundry, which generated just $307 million in external revenue last year.
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Taiwan’s National Security Bureau claims that China is intensifying efforts to steal semiconductor process technologies and other chip-related know-how from Taiwan as international restrictions get more severe.
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As Intel joins Elon Musk’s TeraFab project, Lip-Bu Tan expects Elon Musk to reimagine the semiconductor industry.
Intel is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.
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