Jing Ji Ri Bao·2026-01-15 23:36Group 1 - TSMC's Chairman Wei Zhejia firmly stated that there will be no loosening of orders from major clients like Nvidia and Apple, despite potential collaborations between Intel and these companies [1] - Wei emphasized that the complexity of advanced processes and system integration means that competition cannot be won merely by increasing capital expenditure [1] - The timeline for developing advanced technology and achieving mass production typically spans several years, making it difficult to alter supply chain choices in the short term [1] Group 2 - Intel's latest technology advancement is the Intel 18A process, focusing on optimizing internal product demands, which will serve as a key technological foundation for future client and server products [2] - The upcoming 14A process is being developed with external (foundry) demands in mind from the outset [2] - Nvidia has announced collaborations with Intel to develop customized data center and PC products, including tailored x86 CPUs for data centers and integrated x86 systems with Nvidia's RTX GPU chips for personal computing [2]