TSMC's 18a Gamble
TSMC is making a bold move by skipping the 28 process and betting everything on the promising 18a technology, which they believe will enhance their cost structure and product quality. With major clients like Amazon on board, the potential for growth is significant, but the timeline remains uncertain, with real volume expected around 2026. The success of 18a is crucial for regaining market share and improving margins, but the mixed signals from supply chains leave many questions unanswered.In this clip
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How does Intel plan to scale in the episode Lots More on the Ongoing Mess That Is Intel and the clip TSMC's 18a Gamble?
How does the company plan to scale?
How does Intel plan to scale in the episode 616: I Have No Grippers and the clip Chip Manufacturing Challenges from the episode Lots More on the Ongoing Mess That Is Intel and the clip TSMC's 18a Gamble?