Source item

From another angle, the key reason Terafab chose Intel is the lack of real alternatives. TSMC's capacity is effectively locked in for years by high-margin demand, while Samsung continues to ride the memory supercycle with outsized returns. With visibility for both companies out to around 2028–2030, neither has a reason to reallocate resources to a high-uncertainty bet like Terafab. https://t.co/sgvH5o9ZRZ