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Intel's Humbling

Stratechery

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TSMC vs. Intel: Strategies in the Semiconductor Landscape

This chapter explores the strategic maneuvers of TSMC and Intel within the semiconductor industry, stressing TSMC's adaptation to shifting market needs by reallocating 5nm capacity for 3nm chips. In contrast, it highlights Intel's difficulties in establishing a competitive foundry business and overcoming historical manufacturing flaws, even as it seeks a turnaround through acquisitions and cultural shifts.

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