Intel & TSMC
48 shared events · Importance 5 · Last updated Aug 16, 2026
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Tech
Intel: Intel's CEO expressed intent to expand partnerships and 'triple down' on investments in Taiwan, recognizing its central role in the chip supply chain and the booming AI demand.
TSMC: TSMC, as the world's largest contract chipmaker, anchors Taiwan's position in the global AI supply chain, making it a crucial entity for the stability and growth of the semiconductor industry.
May 28, 2026 · 23 articles
Business
Intel: Delayed $28 billion United States — Ohio investment set for shortages once production ramps up.
TSMC: Plans $265 billion investment in United States — Arizona facilities at risk due to labor shortage.
Jul 07, 2026 · 7 articles
Business
Intel: Intel has reached a preliminary deal to manufacture chips for Apple Inc., which will provide a steady demand and boost its manufacturing business and reputation. Its shares jumped significantly after the announcement.
TSMC: TSMC is currently Apple Inc.'s primary chip manufacturer but faces high demand from AI chipmakers, leading Apple Inc. to seek diversification.
Jun 18, 2026 · 41 articles
International
Intel: Intel>>> is an AI heavyweight that champions Taiwan>>>'s significance as a global supply chain hub, indicating its reliance on the region's stability for its operations.
TSMC: TSMC>>> is the world's largest contract chipmaker and a key supplier to major tech companies like Nvidia>>> and Apple, making it highly susceptible to any disruption caused by geopolitical tensions in Taiwan>>>.
Jun 08, 2026 · 10 articles
Business
Intel: Intel>>> has secured a major order from Alphabet Inc.>>>'s Google for tensor processing units, signaling a turnaround in its contract chip manufacturing business and boosting its stock price. This deal, along with potential interest from Nvidia>>> and existing deals with Tesla, Inc.>>> and Apple Inc.>>>, helps Intel>>> regain its chipmaking leadership.
TSMC: TSMC>>> is facing capacity crunch due to soaring AI chip demand, leading major AI chip design companies like Alphabet Inc.>>> and potentially Nvidia>>> to turn to Intel>>> for manufacturing, which could impact TSMC>>>'s market share.
Jun 08, 2026 · 6 articles
Tech
Intel: Intel faces significant competition from Nvidia's new AI-focused PC chip, challenging its long-standing dominance in the PC processor market, despite Intel's public welcoming of the competition.
TSMC: TSMC will manufacture Nvidia's RTX Spark Superchip using its 3N process technology, securing a significant manufacturing contract and reinforcing its position as a leading chip manufacturer.
May 26, 2026 · 159 articles
Business
Intel: Fell up to 10.4% in some sessions; less AI exposure.
TSMC: Fell up to 7.3% in Taipei; reported stronger profit but stock fell; announced $100B extra U.S. fab spending.
Apr 20, 2026 · 344 articles
Business
Intel: Intel, a competitor with U.S. government backing, faces increased competition from TSMC's expanded U.S. presence, potentially affecting its market share in advanced chips.
TSMC: TSMC is the central entity, committing $265B to United States — Arizona expansion and reporting record earnings. The investment strengthens its U.S. presence but faces operational and geopolitical challenges.
Jul 16, 2026 · 85 articles
Business
Intel: Intel is planning layoffs in its data center group to streamline operations, while also announcing a foundry customer. The stock rose on the news.
TSMC: TSMC is a competitor to Intel's foundry business; Intel's progress may increase competition.
Jul 21, 2026 · 6 articles
Business
Intel: Intel executives have praised Taiwan's central role in the global supply chain, indicating the importance of the region for semiconductor manufacturing.
TSMC: TSMC is confident in its growth due to robust demand for computing power and advanced semiconductors, driven by the AI boom. The company is increasing capital spending and employee profit sharing, and its share price has significantly climbed.
Jun 03, 2026 · 23 articles
Business
Intel: Alphabet Inc.'s Google was also reported to be in talks with Intel to manufacture more than three million TPUs in 2028, indicating a broader strategy to diversify chip production.
TSMC: TSMC is planned to make the main computing part of Alphabet Inc.'s Google's 'Icefish' processor, but Alphabet Inc. is looking to reduce reliance on TSMC due to surging AI demand and potential supply bottlenecks.
Jun 11, 2026 · 6 articles
Business
Intel: Semiconductor firm with high expectations; results will signal chip sector health.
TSMC: TSMC's strong earnings received tepid market reaction, reflecting high expectations for the sector.
Apr 20, 2026 · 27 articles
Business
Intel: Intel uses ASML's high-end EUV systems for advanced products, benefiting from AI-driven demand.
TSMC: TSMC is a key customer of ASML, benefiting from increased chip demand for AI.
Jul 15, 2026 · 29 articles
Business
Intel: Intel's shares gained, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.
May 20, 2026 · 72 articles
Business
Intel: Intel has seen its share price more than double due to red-hot demand for its chips in the AI sector.
TSMC: TSMC, a supplier to Nvidia, represents 40% of the Taipei stock market due to high demand for AI chips.
Jun 05, 2026 · 13 articles
International
Intel: Intel's stock slumped significantly after a period of strong growth, reflecting fading enthusiasm for AI stocks and contributing to the tech sector's downturn.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Business
Intel: Intel is mentioned as a company that needs critical technology, underscoring the broad demand for memory and storage solutions in the tech industry.
TSMC: TSMC's increased capex and chip production signal sustained AI demand, indirectly benefiting Western Digital — Sandisk by driving demand for memory chips.
Apr 20, 2026 · 95 articles
Business
Intel: Intel is investing €5 billion to expand its Irish campus, aiming to boost production of AI and server chips, strengthen its foundry business, and improve manufacturing competitiveness.
TSMC: TSMC is a competitor in the foundry market; Intel's investment aims to step up competition with TSMC.
Jul 13, 2026 · 51 articles
Tech
Intel: Intel>>> is a dominant supplier of CPUs for Windows laptops, and Nvidia>>>'s entry with Arm-based processors directly challenges Intel>>>'s long-standing market share.
TSMC: TSMC>>> is expected to manufacture Nvidia>>>'s N1X chip on a 3nm process.
May 30, 2026 · 34 articles
International
Intel: Intel has also seen a surge in demand due to AI applications, highlighting the broader market trend for AI-related chips.
TSMC: TSMC is a contract chip manufacturer that Nubank is working with to secure wafer supply, addressing potential bottlenecks in advanced chip production.
Jun 02, 2026 · 6 articles
Business
Intel: Intel has acknowledged a role in the project, potentially providing technology or manufacturing expertise, which could enhance its involvement in advanced chip production.
TSMC: TSMC handles some of Tesla's manufacturing needs, but Terafab could reduce Tesla's reliance on TSMC over time, potentially affecting TSMC's future orders.
Aug 06, 2026 · 21 articles
Tech
Intel: Intel co-founder Gordon Moore developed Moore's Law, which Huawei's new Tau Scaling Law aims to supersede as semiconductor scaling approaches physical limits.
TSMC: TSMC is the industry leader in advanced chip manufacturing, and Huawei's new technology aims to shorten the gap with TSMC's capabilities, potentially challenging its market dominance.
May 25, 2026 · 42 articles
Business
Intel: Intel is a company in which SoftBank Group has taken stakes as part of its AI ecosystem strategy.
TSMC: TSMC has been approached by Masayoshi Son for a potential partnership in a proposed $1 trillion AI industrial park.
Sep 18, 2025 · 6 articles
Tech
Intel: Intel is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival Intel's offerings, potentially impacting Intel's market share.
TSMC: TSMC is a major semiconductor manufacturer that likely produces components for Nvidia's platforms, benefiting from increased production demands, though not explicitly mentioned in the context of Vera Rubin production in these articles.
May 31, 2026 · 28 articles
Tech
Intel: Intel's Foundry division might become a fabricator for Apple Inc.'s M7 chips, marking a significant shift from Apple Inc.'s reliance on TSMC and potentially boosting Intel's foundry business.
TSMC: TSMC has been Apple Inc.'s primary fabricator for custom silicon, but the M7 chip might be produced by Intel Foundry, potentially impacting TSMC's business with Apple Inc.
Jun 25, 2026 · 14 articles
Tech
Intel: Intel, a partner in ASML's EUV development, is not directly impacted by China's DUV breakthrough. The event underscores the global semiconductor landscape but has no immediate effect on Intel.
TSMC: TSMC, another ASML partner, is not directly affected by China's DUV machines. The event highlights China's progress but does not alter TSMC's competitive position in the near term.
Jul 27, 2026 · 22 articles
Business
Intel: Intel competes with Samsung's foundry business and is mentioned as a competitor.
TSMC: TSMC competes with Samsung's foundry business, which is expected to turn around soon.
Jul 30, 2026 · 8 articles
Business
Intel: Intel>>> is mentioned as a competitor to Nvidia>>> in the consumer PC domain with next-generation AI tech, and its CEO is speaking at Computex.
TSMC: TSMC>>> is a hardware production giant in Taiwan>>> and a partner of Nvidia>>>. Its CEO has sought to reassure workers about incentive-based payouts amid profit-sharing concerns.
Jun 02, 2026 · 16 articles
International
Intel: Intel was mentioned in the context of a former TSMC executive suspected of leaking trade secrets to it, indicating broader tech sector competition.
TSMC: TSMC>>>'s US shares experienced a slight dip following news of Taiwan>>>'s potential stricter export controls, reflecting market sensitivity to geopolitical tensions in the semiconductor industry.
May 21, 2026 · 22 articles
International
Intel: Intel's healthy revenue forecasts contributed to AI-fueled tech gains in Asian markets, partially offsetting the negative sentiment from the US-Iran conflict.
TSMC: TSMC's shares were trading 1.0 percent higher, contributing to the strength in technology stocks in Taipei.
Apr 26, 2026 · 590 articles
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