EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the possibility of TSMC becoming a monopoly in the foundry industry, spurred by recent statements from Intel suggesting a lack of commitment to future foundry investments without external customer commitments. They explore the implications of Intel potentially exiting the foundry business, including the impact on CPU competitiveness, the potential for TSMC to acquire Intel's assets, and the broader consequences for the industry if TSMC becomes the dominant player. The conversation covers the potential for increased wafer costs, the end of Moore's Law, and the need for companies to reassess their strategies in light of these changes, suggesting that companies should consider investing in Intel to prevent a TSMC monopoly.