It's 2.5 times while building and 1.5 times after built (1.5 times is 40%) So it's not as bad, but Lutnick must not let TSMC game it. Have to rely on Intel's USG advocacy. Cuz you can start moving some earth and juice your quota before Trump admin ends commerce.gov/news/fact-shee…

I once again have another piece about software, and I think that the answer / pattern is clear. Claude Code will be like DRAM/HBM a not persistent memory that gets used to "finish a task", and software must change to fit it's new role in the memory hierarchy; NAND

TSMC CFO Wendell Huang said the company will try to accelerate the transfer of its advanced chipmaking expertise to the US in the future, though it will still develop and maintain its most cutting-edge fabrication techniques at home bloom.bg/4aX1OVI

Taiwan Economy Minister Kung Ming-hsin "Kung said he did not know how the figure of 40% had been calculated but Taiwan estimated that by 2036, the production split between Taiwan and the United States would be 80/20 for the advanced chips, those of five nanometres and below."

US will never have semiconductor independence without a Big Intel Foundry US won't have leading edge process R&D, entirely dependent on a tech transfer from Taiwan every year Won't go above being a 20-30% player, at the whims of Taiwan TSMC is just doing generous FDI

Very fast Codex coming!

When Lip-Bu said he was expanding talent, I didn't expect him to land Eric Demers. Looks like intel GPUs aren't dead after all. Mega bullish for $INTC

Andrew Helling Got a few more details, namely that he'll be leading GPU engineering for data center. crn.com/news/component…

"Will Taiwan's TSMC Become 'American TSMC'? Ministry of Economic Affairs: Even in 2036, Around 80% of TSMC's Advanced Processes Will Remain in Taiwan" • Taiwan's Ministry of Economic Affairs stated publicly on its official Facebook page this evening (the 16th) that "TSMC's

🟥SemiVision : Based on what Howard Lutnick has said — that 40% of Taiwan’s advanced-node capacity could move to the U.S. during a Trump presidency — the statement may sound compelling politically, but it becomes extremely difficult once you run the numbers. 🔹Let’s put rhetoric

Will 2026 Usher in New Fab Construction? | Intel Ohio youtu.be/PkZ1g2X_tDE

Intel has a rich history of semiconductor manufacturing in Ireland since 1989 and our Fab 34 on the Leixlip campus is now Europe’s most advanced semiconductor manufacturing facility! Earlier this week, we welcomed a high level delegation from Ireland, led by Tánaiste and

Jukan Uh correct about timing but understates what Intel has already locked in. It’s apparent that the two foundries are on totally different trajectories, more importantly Intel’s High-NA bet is not marketing theatre even if TSMC is still allergic to the price tag : 1. OPC and mask

Good find Needs to be more job postings, but this is a sign I've been waiting to see. Let's see if more job postings continue coming in Possible Intel announces an Ohio acceleration during Q1 earnings which is extremely bullish

"Intel has lifted its total 18A-P + 14A capacity expansion plan to 100kwpm" Apple, Broadcom ASIC and Nvidia Fenyman commitment (yuge idk if they are dual sourcing?) For reference Arizona can do 54k WSPM of 18AP (can be higher if wafer juicing) Ohio and Israel are 36k WSPM each

Alex It will be a configuration that bundles multiple AI6 chips together, and the packaging will be done by Intel. x.com/jukan05/status…

Taiwan is fucked.

It’s not gambling if you’re right.

The Definitive Edition: Analysis of Every Single Intel Fab Across the US, Ireland, Israel, and Malaysia The Lord of the Fabs and the Return of the King open.substack.com/pub/alexintel/…