材料汇·2025-05-17 15:07Core Insights - The article discusses Intel's ambitious plan to invest over $100 billion in its semiconductor manufacturing capabilities over the next four years, focusing on the development of advanced process nodes like Intel 18A and the collaboration with TSMC to enhance production capabilities [9][15][21]. Group 1: Intel's Manufacturing Strategy - Intel's 18A process node is reported to outperform TSMC's N2 and Samsung's SF2, achieving a score of 2.53 compared to TSMC's 2.27 and Samsung's 2.1 [7]. - The collaboration between Intel and TSMC is seen as crucial for Intel to regain competitiveness in the semiconductor market, with TSMC potentially assisting in the successful implementation of Intel's 18A technology [15][21]. - The U.S. government's support is highlighted as a factor that may strengthen Intel's position in the market, allowing it to form alliances with major players like TSMC and NVIDIA [15][21]. Group 2: Market Dynamics and Competition - The article notes that TSMC holds 72% of its shares owned by foreign investors, with over half of its independent directors being American, indicating a strong U.S. influence on TSMC's operations [15]. - The increasing collaboration between Intel and TSMC may lead to a more complex competitive landscape, as both companies navigate their roles as partners and competitors in the semiconductor industry [21]. - The article suggests that TSMC's deepening involvement with Intel could alleviate some of the pressures from U.S. regulations, allowing TSMC to expand its market presence while maintaining its competitive edge [15][21].