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Most recently updated firstOct22
Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake
Intel began its IDM 2.0 strategy in 2021 by keeping manufacturing in house, building Arizona capacity and offering contract manufacturing through Intel Foundry Services. It set a five-nodes-in-four-years roadmap that culminated in Intel 18A, then relaunched the operation as Intel Foundry in 2024 with Microsoft and later AWS commitments for 18A designs.
Oct22
TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
TSMC announced one Arizona 5nm fab in May 2020, with US$12 billion in planned spending and production targeted for 2024. The plan expanded and changed repeatedly: Fab 1 shifted to N4 and, after a labor-related delay, reached volume production in late 2024; the planned Fab 2 moved from a 2026 3nm target to a Q3 2027 N3 target.
