Taiwan plans to maintain cutting-edge nodes near residence, leaving Intel with the chance of a lifetime
TSMC is the largest semiconductor producer on the earth with 70% foundry market share. Its chip fabs are largely primarily based in Taiwan, nevertheless it does even have one fab in Japan, two in China and, extra pertinently to this story, two within the USA: one 8-inch fab in Washington, and one 12-inch fab in Arizona. Nevertheless, neither of those lattermost fabs are TSMC’s perfect, nor will they ever be.
TSMC is accelerating its plans for 1.4 nm silicon manufacturing, with the hopes of going into full manufacturing in 2027. Nevertheless, in line with the Central Information Company, that bleeding-edge tech will not be coming to TSMC’s stateside fabs any time quickly on account of Taiwan’s ‘Nationwide Core Applied sciences’ laws (through Dan Nystedt on X). As per these laws, TSMC can solely switch manufacturing tech that’s a minimum of two generations outdated to its fabs outdoors of Taiwan.
With that in thoughts, Intel might nicely have the ground Stateside. The lag in TSMC’s US fabs getting the corporate’s main tech will seemingly give Intel room to breathe. And with TSMC’s palms tied by native regulation in Taiwan, US-based companies might nicely look to the well-established Intel and its many Stateside fabs for main chip tech nearer to residence.
That would actually raise inside morale which, final I checked, was “in the bathroom.” With the corporate’s Panther Lake CPU line on the horizon, (and retail listings for Intel Panther Lake laptops already leaking), on the very least, Intel might have cause to sit up for 2026.
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