Intel may catch up to TSMC in manufacturing capabilities by 2025, but analysis remains neutral.

From Investing.com: 2024-06-05 07:17:20

Citi analysts are optimistic about Intel’s manufacturing capabilities, predicting competitiveness with TSMC by 2H25. They highlight Intel’s strategy of spreading innovations across nodes compared to TSMC’s approach of packing advancements in a single node. Despite potential parity, Citi remains neutral on Intel due to ambitious guidance and foundry business profitability concerns.



Read more at Investing.com: Intel could be even with TSMC in manufacturing by 2025: Citi By Investing.com