Record revenues, accelerating demand, and what it means for Intel Foundry
TSMC reported earnings this week:
CEO C.C. Wei: We get the deepest and widest look possible in the industry… the numbers are insane.
AI demand is real and accelerating.
TSMC is investing accordingly; in Taiwan, in the US, and in advanced packaging.
What does this mean for Intel Foundry?
Let’s unpack it together.