- Taiwan Semi has leaped over Intel as the technology leader in semiconductors. TSMC is now at least one generation ahead - more likely two.
- But Intel has another problem: the phasing out of the x86 architecture across an increasing number of critical applications.
- As a result, Intel (and the US in general) has a "big lift" in front of it to return to the leading edge of semiconductor technology. It will take years.
- TSMC plans to open a new 12" fab in Phoenix. Meanwhile, it will dominate and thrive for many years to come.
For further details see:
2 Reasons Taiwan Semiconductor Has The Jump On Intel