This Surprising Number Inside Intel's Balance Sheet Suggests Something Big Is Coming In Its War With TSMC

21.11.24 15:00 Uhr

Over the past decade or so, investors have seen Taiwan Semiconductor Manufacturing (NYSE: TSM) surpass Intel (NASDAQ: INTC) in terms of process technology.As a result, virtually all major chipmakers, from Apple to Nvidia and many others now fully depend on TSMC for their chipmaking needs. In fact, even Intel is using TSMC to produce its latest client PC chips.However, Intel is on the cusp of completing its "five nodes in four years" turnaround, while management promises its technology will regain and even surpass TSMC's next year. And the following statistic shows just how big a bet Intel's management has made.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

Quelle: MotleyFool

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