TSMC (2330.TT; TSM.US): Benefiting from Intel (INTC.US) Skipping 20A Process.

368 Views05 Sep 2024 12:33
​TSMC to benefit from Intel's decision to use their 20A processor, Arrow Lake, as Intel plans to stick with 18A process for now. TSMC remains primary source for technology deliveries.
What is covered in the Full Insight:
  • Introduction
  • Intel's Decision and Impact on TSMC
  • Potential Clients for Intel's 18A Process
  • TSMC's Market Position
  • Conclusion
SUMMARY
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