Intel enters $90B foundry business with IDM 2.0 strategy
• Intel is fortifying its manufacturing business • It will compete directly with TSMC and Samsung foundries Hong Kong, Beijing, Taipei, Seoul,…
A Mega Wave of Capex Cycle Starts in Logic Semiconductor Industry
A bottom-up analysis on chip supply shortage and Intel’s CPU outsourcing plan from equipment and capex perspectives Since the beginning of this year,…
Foundry Industry’s Robust Revenue Growth to Continue in 2021
The semiconductor industry’s foundry sector delivered above-expectation revenue growth in 2020. With tightening supplies from most global vendors, we…