Commentator: Mr. Lin Wei-Pu, Executive Vice President, Ji-Pu Industry Trend Research Institute

News.

According to Tom's Hardware Tech Columnist Anton Shilov, Intel may eliminate the 18A process node for foundry customers and focus more on the 14A process. Samsung may delay or even abandon its 1.4nm R&D program and focus on 3nm and above (5 and 7nm), which has already seen the market, leaving TSMC short-term out of contention.

Ji-Pu Viewpoint:

Conclusion:The fact that TSMC has won again in advanced manufacturing processes should not be news to many people, and its industry leadership and more than half of the market share is a fact that will not change in the minds of many people. However, as TSMC's President Chieh-Chia Wei said at TSMC's shareholders' meeting, TSMC is not afraid of anything but the global economic slowdown. The president made the point clearly.If the economic slowdown affects demand in the next two years and Intel loses a small portion of its smartphone or HPC (Hybrid PC) foundry customers, it could affect the extent of TSMC's advanced manufacturing processes and further impact its growth, and even the configuration of the entire supply chain.

#. IntelAnalysis of the strategic intent of eliminating 18A OEM and switching to 14A.::

Intel's predicament has always been a thorny issue, and during the Pat Gelsinger era, Intel has actively sought to revitalize the company, including the launch of the "Five Node Four Years" program, the release of the IDM 2.0 expansion blueprint, and even tried to utilize government grants + co-investment to externalize the cash pressure (Smart Capital financing cooperation) and other strategies. The new CEO, Lip-Bu Tan, has taken office and made successive moves to revitalize the company. In addition to emphasizing process technology, he has also made significant capital savings, and at the same time, an internal proposal has been circulated requesting the company to stop marketing 18A (1.8 nm) and 18A-P to external customers, and instead shift the focus of foundry work to 14A (1.4 nm). Based on Intel's current capital expenditures and actual revenues, it is estimated that in the coming years, the company will be able to achieve the same results.