TSMC Earnings and Intel Foundry

Record revenues, accelerating demand, and what it means for Intel Foundry

TSMC reported earnings this week:

CEO C.C. Wei: We get the deepest and widest look possible in the industry… the numbers are insane.

AI demand is real and accelerating.

TSMC is investing accordingly; in Taiwan, in the US, and in advanced packaging.

What does this mean for Intel Foundry?

Let’s unpack it together.