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Welcome Back, Intel

Intel is fighting hard to reclaim semiconductor process technology leadership. It is making some headway but challenges abound.
Welcome Back, Intel

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By Peter Clarke

Last month. a couple of things happened that provide support to the idea that Intel could catch up with rivals Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) and Samsung Electronics in chip manufacturing technology.

One was the opening of Intel’s Fab34 in Leixlip, Ireland, and the start of mass-production of 4nm chips there. The other was the speculation that TSMC is delaying the ramping of its 2nm manufacturing process in Taiwan until 2026.

Why does it matter: Because much of US foreign and commercial policy depends on the country having a semiconductor technology leader and minimizing dependence on southeast Asia, which it apparently acknowledges as China’s sphere of influence.

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