Intel's 18A process drives $5.4 billion in foundry revenue, up 16% year over year, with $174 million from external customers including Nvidia and Amazon. Panther Lake laptop chips and server chips launched in early 2026. Apple's potential collaboration is unconfirmed. TSMC remains dominant in advanced manufacturing despite Intel's growth.
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Summary by ByteBrief
TSMC: The Buying Opportunity Is Finally Flashing (Rating Upgrade)