Sou Hu Cai Jing·2025-10-05 14:21Core Insights - ARM CEO Rene Haas commented on the competitive landscape between Intel and TSMC, stating that Intel has faced "time penalties" due to missed opportunities and that catching up to TSMC is now "very difficult" [1][3] Group 1: Intel's Mistakes - Intel's absence in the mobile chip sector has been a critical error, particularly missing the opportunity to supply chips for the iPhone due to the underperformance of its low-power Atom SoC series [3] - Intel's late investment in Extreme Ultraviolet (EUV) technology has put it behind TSMC, which has established a significant advantage in advanced manufacturing processes [3] Group 2: Semiconductor Industry Characteristics - The semiconductor industry requires long-term investment and accumulation, with significant penalties for missing key technological nodes, making it extremely challenging to catch up once behind [3] - The industry has high barriers to entry, and the entire cycle accelerates, leading to severe consequences for companies that fall behind [3] Group 3: TSMC's Position - TSMC is currently recognized as having the best foundries in the world, producing for leading companies such as Apple, NVIDIA, and AMD [4] Group 4: Manufacturing Culture Differences - There is a cultural disparity in manufacturing perceptions between the West and Taiwan, where working at TSMC is seen as prestigious, while in the West, manufacturing is often viewed as a "blue-collar job" [4] - Establishing advanced manufacturing capabilities in the U.S. requires systemic reforms across multiple industries, along with long-term policy and administrative support [4]