… Measured in 12-inch 300 mm wafer equivalents across all of its machines and all of the many different process nodes that TSMC still etches chips in, the foundry made 4.17 million wafers in Q 2026, which was a record for the company, besting even the 4.09 million wafers it produced in Q3 2025. …
… Aside from the yields on the mature Intel 7, Intel 4, and Intel 3 processes running ahead of schedule, and ditto for the much more important Intel 18A and Intel 14A processes that are the foundation of Intel’s own CPU business as well as its merchant foundry aspirations, most of the talk on the cal… …
… The plan is to spend around $14 billion for capital expenses in fiscal 2025 across various foundry sites. …
… Nvidia has pulled these levers in a slightly different way to come up with an inference engine variant of its “Ampere” GA107 GPU, called the A2 and etched in 8 nanometer processes from foundry partner Samsung. …