Sou Hu Cai Jing·2025-10-06 13:55Core Insights - Arm CEO Rene Haas expressed that Intel has missed several key opportunities in the semiconductor industry, particularly in competing with TSMC and adapting to market trends [3][4]. Group 1: Intel's Challenges - Intel has faced significant challenges due to its delayed adoption of EUV technology, which has allowed TSMC to gain a competitive edge [3][4]. - The company has been penalized in various sectors, especially in the smartphone market, where it has completely missed out [3][4]. - The long-term investment required for wafer fabrication and defining architecture has made it difficult for Intel to catch up once it falls behind [3][4]. Group 2: Industry Perceptions - There is a perception gap regarding manufacturing jobs between the West and Taiwan, where working at TSMC is seen as prestigious, while in the West, it is often viewed as less desirable [4]. - The need for comprehensive reform in the U.S. to build domestic manufacturing capabilities is emphasized, indicating that this is a multi-industry challenge requiring long-term governmental support [4].