TSMC’s market share reached a record of 72.5%. Lu Xingzhi: Learned not to increase Intel’s production capacity easily

Research firm TrendForce pointed out that in the second quarter of this year, TSMC’s foundry market share reached 72.5%, setting a new record.

Lu Xingzhi, a well-known semiconductor analyst, said that TSMC has finally learned its lesson and will not easily increase its production capacity for Intel to expand its foundry business. TSMC, ASML and Samsung have doubled the size of the High NA EUV mask and have not invited Intel because Intel's EMIB for Google TPU has indeed made progress, so TSMC will continue to watch.

Lu Xingzhi posted on Facebook that after hearing news about the industry chain recently, TSMC has finally learned its lesson and will not easily increase production capacity for Intel to raise rats to chew bags, leaving Intel with excess production capacity to expand its foundry business.

Lu Xingzhi also said that TSMC is cooperating with ASML and Samsung to double the size of the High NA EUV mask, but does not want to invite Intel because it feels that Samsung is not attractive yet, but feels that Intel is a thorn in the back. Although Intel 18A is not yet TSMC's 3nm technology, there is indeed progress in the EMIB for Google TPU, and TSMC continues to keep a close eye on it.

Netizens left messages saying, "It's troublesome if a competitor is too strong, but it's troublesome if a competitor is too weak, so we still have to maintain competitors." Some people reminded, "Sichuan University (referring to Trump) wants to support Intel, not TSMC" and "What if the major shareholder (Trump) calls to ask for production capacity?"