… While there have been talks of Samsung becoming a viable alternative to TSMC , companies like Tesla and Qualcomm are only considering a dual-sourcing strategy because they now have a backup option to a foundry that has access to cutting-edge lithography. …
… Apart from Samsung, Intel Foundry is also being explored by various fabless manufacturers , yet for now, there are few signs that attention is translating into volume. …
… Several US fabless manufacturers are aggressively pursuing a dual-foundry strategy, with AMD and Qualcomm also looking to pair Samsung and TSMC . …
… And for suppliers, complying with TSMC's requests yields an indirect benefit, as it provides validation from the world's most prominent foundry, allowing them to interact with others, such as Intel Foundry. …
… Related Story Anthropic’s Offhand Mention Of ‘Logic Chips’ Has The Korean Media Salivating Over A Samsung Foundry Tie-Up, Even As MediaTek Just Killed A Nearly Identical Rumor Chinese display suppliers fail to secure meaningful display orders, with Samsung going full throttle on the iPhone Fold, re… …
… Intel's CEO Also Tells Specifics About His Meeting With President Trump, Calling It a Massive Success Well, the interest from the Trump administration in Intel was indeed a surprise for many of us, but for CEO Lip-Bu Tan, this initiative was "good to have", as he claims that it is similar to how Ta… …
… Related Story Anthropic’s Offhand Mention Of ‘Logic Chips’ Has The Korean Media Salivating Over A Samsung Foundry Tie-Up, Even As MediaTek Just Killed A Nearly Identical Rumor Then, the tipster Schrödinger added additional color to the report by noting two key technological advancements that have r… …
… Read all comments on Apple Quietly Courts Intel And Samsung For Its Most Critical Chips As TSMC’s Advanced Nodes Remain Choked Under AI Demand
… Related Story TSMC’s CEO Urges Employees To Buy Its Shares While Apple Bleeds On MacBook Neo, As The Foundry’s 15% 3nm Price Hike Threatens To Push Margins Into Negative Territory The only alternative is Samsung, and given that the latter is struggling worse than TSMC in bringing up its 2nm GAA yie… …
… His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. …