8legs: C. c. wei

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TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them'

TSMC CEO C.C. Wei says Intel Foundry is a formidable rival, stressing there are no shortcuts in the foundry game.
Wei notes there are no shortcuts and the foundry rules keep evolving with leadership and customer trust as key factors.
Intel still produces most products in its own fabs, maintaining substantial internal manufacturing capacity.
Intel’s Xeon shares exceed AMD’s EPYC in servers, though AMD leads in high-core-count performance segments.
TSMC is expanding with advanced processes like 18A and N2, while AMD and Intel compete for external demand.
TSMC's 2025 revenue highlights show Intel Foundry as the second-largest world-wide foundry, far behind TSMC.
TSMC foresees continued leadership in leading-edge process tech, limiting external customer access for Intel Foundry.
The piece places Intel, Samsung, and TSMC as the three remaining champions able to produce logic chips on leading-edge tech.
TSMC emphasizes that external interest in Intel Foundry remains limited as it competes for external customers.
TSMC's earnings call framed the competitive landscape as a partnership to push progress in chipmaking overall.

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