INTC bet on UMC and not TSM. Should U ?
@JC888:
Intro. This is rather-lengthy post as we delve into the complex world of semiconductor. It reads like a mystery novel filled with intrigue and historic behind the scenes, making this a very insightful look into a sector, regarded as “boring & mundane”. Ready ? The Collab. On 02 May 2025, at Intel's Foundry Direct Connect 2025 event, $United Microelectronics(UMC)$ and $Intel(INTC)$ shared the stage for the first time, to outline their joint development of a 12nm semiconductor. (see below) Doing so, INTC dodges $Taiwan Semiconductor Manufacturing(TSM)$, while still tapping into a unique Taiwanese capability; that is reverse-engineering TSMC-compatible processes w
