Foundry Wars Begin
Foundry Wars Begin Intel’s re-entry has kicked the competition into high gear, with massive spending on equipment and new fabs. Leading-edge foundry vendors are gearing up for a new, high-stakes spending and technology race, setting the stage for a possible shakeup across the semiconductor manufacturing landscape. In March, Intel re-entered the foundry business, positioning itself against Samsung and TSMC at the leading edge, and against a multitude of foundries working at older nodes. Intel announced plans to build two new fabs with a capital spending budget set at $20 billion in 2021. Ear...