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The Peter Zeihan Podcast Series
Intel Keeps Playing Catch-Up with TSMC || Peter Zeihan
Jan 25, 2025
Intel faces a uphill battle in the semiconductor arena, struggling to regain its dominance against rival TSMC. The podcast highlights the fierce competition, emphasizing how major players like Samsung influence the landscape. It also unpacks the essential distinction between semiconductor design and fabrication, showcasing the need for collaboration in the U.S. The discussion reveals Intel's strategic moves and the challenges posed by a fluctuating supply chain, making it a captivating exploration of tech's cutting-edge dynamics.
05:59
Welcome Kelsey Snelling to the Whole View! This week, Stacy and Kelsey dive into their experiences at Camp Shane and Kelsey's documentary on the camp. Both share their experiences (Stacy as a camper and Kelsey as a counselor) and dive deep into how this detrimentally altered the course of their lives. Join us for an inside look into "Camp Shame" in this emotion-packed two part episode!
Find Kelsey:
- www.kelseyameliasnelling.com
- www.fatcampdoc.org
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Quick takeaways
- Intel's failure to invest in critical technologies like Extreme Ultraviolet lithography allowed TSMC to dominate the high-end chip market.
- Despite current challenges, Intel's structural efficiencies and US-based facilities may strengthen its future position in semiconductor production.
Deep dives
Intel's Decline and Challenges in the Semiconductor Industry
Intel has faced significant challenges in the semiconductor sector, particularly after being overtaken by TSMC as the industry leader. The company's failure to invest in critical technologies, such as Extreme Ultraviolet lithography, resulted in its declining position as competitors advanced. Although Intel eventually embraced this technology, it lagged behind in mastering it, allowing TSMC to capture a vast majority of the market for high-end chips. This competition highlights the importance of continuous innovation and investment in technology within the rapidly evolving semiconductor landscape.
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