# sources

node_name: PowerVia Backside Power Delivery Moat
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-1-19-the-backside-revolution-how-intels-powervia-architecture-is-solving-the-ai-power-wall

title:
markets.financialcontent.com: Tokenring 2026 1 19 the backside revolution how intels powervia architecture is solving the ai power wall


node_name: PowerVia Backside Power Delivery Moat
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/semiconductors/intel-details-18a-process-technology-boosts-performance-by-25-percent-or-lowers-power-consumption-by-36-percent

title:
tomshardware.com: Intel details 18a process technology boosts performance by 25 percent or lowers power consumption by 36 percent


title: manufacturingdive.com: 758518
node_name: CHIPS Act Government Equity Stake Mechanism
created_at: 2026-05-19 07:30:36
url:
https://www.manufacturingdive.com/news/us-government-10-percent-stake-intel-chips-funding-8-9-billion/758518/


title: 247wallst.com: Trump personally brokered the apple intel deal that sent intel from 20 to 125
node_name: CHIPS Act Government Equity Stake Mechanism
created_at: 2026-05-19 07:30:36
url:
https://247wallst.com/investing/2026/05/17/trump-personally-brokered-the-apple-intel-deal-that-sent-intel-from-20-to-125/


node_name: Taiwan Two-Generation Lag Policy
created_at: 2026-05-19 07:30:36
url:
https://researchcentre.trtworld.com/topics/security-defence/taiwans-chip-dilemma-navigating-the-threat-of-invasion-and-the-strain-of-diversification/

title:
researchcentre.trtworld.com: Taiwans chip dilemma navigating the threat of invasion and the strain of diversification


title: intc.com: Intel awarded up to 3b by the biden harris administration
node_name: DoD Secure Enclave Guaranteed Revenue Floor
created_at: 2026-05-19 07:30:36
url:
https://www.intc.com/news-events/press-releases/detail/1708/intel-awarded-up-to-3b-by-the-biden-harris-administration


title: community.intel.com: 1684663
node_name: DoD Secure Enclave Guaranteed Revenue Floor
created_at: 2026-05-19 07:30:36
url:
https://community.intel.com/t5/Blogs/Intel-Foundry/Policy/Building-a-Secure-Future-in-Government-Microelectronics-with/post/1684663


title: intc.com: Intel foundry services launches ecosystem alliance to accelerate customer innovation
node_name: 18A EDA Ecosystem Completeness
created_at: 2026-05-19 07:30:36
url:
https://www.intc.com/news-events/press-releases/detail/1524/intel-foundry-services-launches-ecosystem-alliance-to-accelerate-customer-innovation


node_name: AI Power Wall Demand Signal
created_at: 2026-05-19 07:30:36
url:
https://www.financialcontent.com/article/tokenring-2026-1-16-the-great-flip-how-backside-power-delivery-is-unlocking-the-next-frontier-of-ai-compute

title:
financialcontent.com: Tokenring 2026 1 16 the great flip how backside power delivery is unlocking the next frontier of ai compute


title: semiconductors.org: SIA 2026 WorkforcePolicyBlueprint Onepager 04 02 2026
node_name: Semiconductor Workforce Pipeline Gap
created_at: 2026-05-19 07:30:36
url:
https://www.semiconductors.org/wp-content/uploads/2026/04/SIA_2026_WorkforcePolicyBlueprint_Onepager_04_02_2026.pdf


title: purdue.edu: Purdue leads nationwide initiative tackling semiconductor talent shortage
node_name: Semiconductor Workforce Pipeline Gap
created_at: 2026-05-19 07:30:36
url:
https://www.purdue.edu/newsroom/2026/Q1/purdue-leads-nationwide-initiative-tackling-semiconductor-talent-shortage/


node_name: Semiconductor Workforce Pipeline Gap
created_at: 2026-05-19 07:30:36
url:
https://manufacturing-today.com/news/how-the-us-semiconductor-crisis-is-driving-innovation-in-workforce-training/

title:
manufacturing-today.com: How the us semiconductor crisis is driving innovation in workforce training


title: electropages.com: Intel 18a future semiconductor technology ribbonfet and powervia
node_name: RibbonFET Gate-All-Around Transistor Architecture
created_at: 2026-05-19 07:30:36
url:
https://www.electropages.com/blog/2024/10/intel-18a-future-semiconductor-technology-ribbonfet-and-powervia


node_name: RibbonFET Gate-All-Around Transistor Architecture
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-6-the-race-to-18nm-and-16nm-intel-18a-vs-tsmc-a16evaluating-the-next-frontier-of-transistor-scaling

title:
markets.financialcontent.com: Tokenring 2026 1 6 the race to 18nm and 16nm intel 18a vs tsmc a16evaluating the next frontier of transistor scaling


title: tomshardware.com: Intel reportedly in talks with google and amazon over advanced packaging
node_name: Intel EMIB Packaging Moat
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/semiconductors/intel-reportedly-in-talks-with-google-and-amazon-over-advanced-packaging


node_name: Intel EMIB Packaging Moat
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-12-26-advanced-packaging-becomes-the-strategic-battleground-for-the-next-phase-of-ai-scaling

title:
markets.financialcontent.com: Tokenring 2025 12 26 advanced packaging becomes the strategic battleground for the next phase of ai scaling


node_name: TSMC CoWoS Packaging Saturation
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2025/11/24/news-intels-emib-reportedly-gains-traction-with-ai-asic-smartphone-clients-could-package-tsmc-dies/

title:
trendforce.com: News intels emib reportedly gains traction with ai asic smartphone clients could package tsmc dies


title: 247wallst.com: Intel is on the verge of delivering its first billion dollar foundry wins
node_name: Intel Foundry Breakeven Arithmetic
created_at: 2026-05-19 07:30:36
url:
https://247wallst.com/investing/2026/04/06/intel-is-on-the-verge-of-delivering-its-first-billion-dollar-foundry-wins/


node_name: Intel 14A High-NA EUV Roadmap
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2025/04/30/news-intel-ramps-up-foundry-race-14a-risk-production-in-2027-18a-variants-drop-in-2026-and-2028/

title:
trendforce.com: News intel ramps up foundry race 14a risk production in 2027 18a variants drop in 2026 and 2028


node_name: Intel 18A Yield Learning Curve
created_at: 2026-05-19 07:30:36
url:
https://semiwiki.com/forum/threads/intel-ceo-embraces-its-18a-node-for-external-customers-as-18a-p-gets-inbound-interest-%E2%80%94-company-cites-increasing-yields.24885/

title:
semiwiki.com: Intel ceo embraces its 18a node for external customers as 18a p gets inbound interest %E2%80%94 company cites increasing yields


title: design-reuse.com: 202529717 intel confirms steady 18a yield improvements and 14a progress
node_name: Intel 18A Yield Learning Curve
created_at: 2026-05-19 07:30:36
url:
https://www.design-reuse.com/news/202529717-intel-confirms-steady-18a-yield-improvements-and-14a-progress/


node_name: UCIe Multi-Foundry Chiplet Architecture
created_at: 2026-05-19 07:30:36
url:
https://machineherald.io/article/2026-03/23-chiplets-enter-the-production-era-as-ucie-30-massive-packaging-expansions-and-multi-die-ai-accelerators-converge/

title:
machineherald.io: 23 chiplets enter the production era as ucie 30 massive packaging expansions and multi die ai accelerators converge


title: community.intel.com: 1621320
node_name: UCIe Multi-Foundry Chiplet Architecture
created_at: 2026-05-19 07:30:36
url:
https://community.intel.com/t5/Blogs/Intel-Foundry/Systems-Foundry-for-the-AI-Era/Advancing-the-Open-Chiplet-Ecosystem-with-UCIe-2-0/post/1621320


title: tomshardware.com: Intel to operate its foundry and manufacturing like a separate business
node_name: IDM 2.0 IP Firewall Mechanism
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/news/intel-to-operate-its-foundry-and-manufacturing-like-a-separate-business


title: ainvest.com: Intel foundry ambitions idm 2 0 model overcome structural strategic challenges 2508
node_name: IDM 2.0 IP Firewall Mechanism
created_at: 2026-05-19 07:30:36
url:
https://www.ainvest.com/news/intel-foundry-ambitions-idm-2-0-model-overcome-structural-strategic-challenges-2508/


title: wccftech.com: Samsung 2nm yields may drop to 40 percent leaving the tsmc the undisputed king
node_name: Samsung Foundry 2nm Yield Crisis
created_at: 2026-05-19 07:30:36
url:
https://wccftech.com/samsung-2nm-yields-may-drop-to-40-percent-leaving-the-tsmc-the-undisputed-king/


node_name: Samsung Foundry 2nm Yield Crisis
created_at: 2026-05-19 07:30:36
url:
https://semiwiki.com/forum/threads/samsung-foundry-faces-yield-struggles-and-client-losses-external-push-for-spinoff-and-u-s-listing.21137/

title:
semiwiki.com: Samsung foundry faces yield struggles and client losses external push for spinoff and u s listing


node_name: Section 232 Advanced Chip Tariff
created_at: 2026-05-19 07:30:36
url:
https://www.whitehouse.gov/fact-sheets/2026/01/fact-sheet-president-donald-j-trump-takes-action-on-certain-advanced-computing-chips

title:
whitehouse.gov: Fact sheet president donald j trump takes action on certain advanced computing chips


node_name: Section 232 Advanced Chip Tariff
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-1-16-the-silicon-surcharge-inside-president-trumps-25-tariff-on-advanced-computing-chips

title:
markets.financialcontent.com: Marketminute 2026 1 16 the silicon surcharge inside president trumps 25 tariff on advanced computing chips


node_name: Section 232 Advanced Chip Tariff
created_at: 2026-05-19 07:30:36
url:
https://www.gibsondunn.com/trump-administration-new-tariffs-on-and-export-licensing-requirements-for-advanced-semiconductors-create-challenging-new-cross-currents-new-opportunities-for-us-manufacturers/

title:
gibsondunn.com: Trump administration new tariffs on and export licensing requirements for advanced semiconductors create challenging new cross currents new opportunities for us manufacturers


node_name: Intel Ohio New Albany Fab
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/intel-delays-usd100-billion-ohio-site-to-next-decade-first-fab-now-coming-online-in-2030

title:
tomshardware.com: Intel delays usd100 billion ohio site to next decade first fab now coming online in 2030


title: nbc4i.com: Ohio could benefit from sudden demand for intel semiconductor manufacturing
node_name: Intel Ohio New Albany Fab
created_at: 2026-05-19 07:30:36
url:
https://www.nbc4i.com/intel-in-ohio/ohio-could-benefit-from-sudden-demand-for-intel-semiconductor-manufacturing/


title: trendforce.com: News tsmc reported to skip high na euv for a14 giving intel an advantage
node_name: TSMC A14 High-NA EUV Skip Decision
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2025/04/29/news-tsmc-reported-to-skip-high-na-euv-for-a14-giving-intel-an-advantage/


title: tomshardware.com: Tsmc reiterates it doesnt need high na euv for 1 4nm class process technology
node_name: TSMC A14 High-NA EUV Skip Decision
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/semiconductors/tsmc-reiterates-it-doesnt-need-high-na-euv-for-1-4nm-class-process-technology


node_name: TSMC A14 High-NA EUV Skip Decision
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-1-20-intels-angstrom-ascent-14nm-pilot-phase-begins-as-high-na-euv-testing-concludes

title:
markets.financialcontent.com: Tokenring 2026 1 20 intels angstrom ascent 14nm pilot phase begins as high na euv testing concludes


title: hpcwire.com: Intel ceo lip bu tan calls for cultural shift and announces workforce reduction
node_name: Lip-Bu Tan Engineering-First Transformation
created_at: 2026-05-19 07:30:36
url:
https://www.hpcwire.com/off-the-wire/intel-ceo-lip-bu-tan-calls-for-cultural-shift-and-announces-workforce-reduction/


node_name: Panther Lake 18A Internal Production Flywheel
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-12-26-intels-18a-node-hits-volume-production-at-fab-52-as-yields-stabilize-for-panther-lake-ramp

title:
markets.financialcontent.com: Tokenring 2025 12 26 intels 18a node hits volume production at fab 52 as yields stabilize for panther lake ramp


title: semiwiki.com: Intel unveils panther lake architecture first ai pc platform built on 18a
node_name: Panther Lake 18A Internal Production Flywheel
created_at: 2026-05-19 07:30:36
url:
https://semiwiki.com/forum/threads/intel-unveils-panther-lake-architecture-first-ai-pc-platform-built-on-18a.23765/


node_name: Panther Lake 18A Internal Production Flywheel
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/pc-components/cpus/intel-talks-about-its-lackluster-pc-chips-18a-yield-challenges-and-perforamnce-and-panther-lake-ramp

title:
tomshardware.com: Intel talks about its lackluster pc chips 18a yield challenges and perforamnce and panther lake ramp


node_name: TSMC-Intel JV Competitor Co-Investor Structure
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/tsmc-and-intel-foundry-joint-venture-reportedly-still-in-the-works-amd-broadcom-and-nvidia-approached

title:
tomshardware.com: Tsmc and intel foundry joint venture reportedly still in the works amd broadcom and nvidia approached


title: cnbc.com: Tsmc pitched intel foundry jv to nvidia amd and broadcom sources say
node_name: TSMC-Intel JV Competitor Co-Investor Structure
created_at: 2026-05-19 07:30:36
url:
https://www.cnbc.com/2025/03/12/tsmc-pitched-intel-foundry-jv-to-nvidia-amd-and-broadcom-sources-say.html


node_name: TSMC-Intel JV Competitor Co-Investor Structure
created_at: 2026-05-19 07:30:36
url:
https://machineherald.io/article/2026-03/20-tsmc-and-intel-reach-preliminary-deal-on-foundry-joint-venture-as-chip-giants-navigate-new-alliance/

title:
machineherald.io: 20 tsmc and intel reach preliminary deal on foundry joint venture as chip giants navigate new alliance


node_name: Intel 14A Dual-Path Lithography Strategy
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/pc-components/cpus/intel-hedges-its-bet-for-high-na-euv-with-the-14a-process-node-an-alternate-low-na-technique-has-identical-yield-and-design-rules

title:
tomshardware.com: Intel hedges its bet for high na euv with the 14a process node an alternate low na technique has identical yield and design rules


node_name: Intel 14A Dual-Path Lithography Strategy
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2026/02/16/news-asmls-high-na-euv-for-2027-28-which-giants-are-betting-big-intel-samsung-sk-hynix-or-tsmc/

title:
trendforce.com: News asmls high na euv for 2027 28 which giants are betting big intel samsung sk hynix or tsmc


title: iconnect007.com
node_name: Foundry Customer Reference Account Cascade
created_at: 2026-05-19 07:30:36
url:
https://iconnect007.com/article/149999/intel-foundry-push-gains-momentum-with-apple-as-potential-customer/149996/ein


node_name: Strait of Hormuz Helium Supply Shock 2026
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/global-chip-supply-chain-under-threat-as-us-iran-conflict-enters-third-week-strait-of-hormuz-blockade-is-days-away-from-crippling-taiwans-semiconductor-industry

title:
tomshardware.com: Global chip supply chain under threat as us iran conflict enters third week strait of hormuz blockade is days away from crippling taiwans semiconductor industry


title: oilprice.com: Iran War Triggers Helium Shock Threatening Global Chip Supply
node_name: Strait of Hormuz Helium Supply Shock 2026
created_at: 2026-05-19 07:30:36
url:
https://oilprice.com/Energy/Energy-General/Iran-War-Triggers-Helium-Shock-Threatening-Global-Chip-Supply.html


title: prospect.org: How iran war threatens ai economy semiconductors supply chain strait hormuz
node_name: Strait of Hormuz Helium Supply Shock 2026
created_at: 2026-05-19 07:30:36
url:
https://prospect.org/2026/04/13/how-iran-war-threatens-ai-economy-semiconductors-supply-chain-strait-hormuz/


title: csis.org: Implementing chips act sematechs lessons national semiconductor technology center
node_name: Sematech Pre-Competitive R&D Playbook
created_at: 2026-05-19 07:30:36
url:
https://www.csis.org/analysis/implementing-chips-act-sematechs-lessons-national-semiconductor-technology-center


node_name: Intel Fab 52 US Manufacturing Volume Superiority
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/semiconductors/intels-fab-52-is-bigger-and-better-equipped-than-tsmcs-arizona-facilities-intels-production-volumes-dwarf-tsmcs-operations-in-the-u-s

title:
tomshardware.com: Intels fab 52 is bigger and better equipped than tsmcs arizona facilities intels production volumes dwarf tsmcs operations in the u s


node_name: Intel Fab 52 US Manufacturing Volume Superiority
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2025/12/24/news-intel-fab-52-reportedly-rivals-tsmc-arizona-phase-1-and-2-combined-capacity-on-more-advanced-18a/

title:
trendforce.com: News intel fab 52 reportedly rivals tsmc arizona phase 1 and 2 combined capacity on more advanced 18a


node_name: Intel Fab 52 US Manufacturing Volume Superiority
created_at: 2026-05-19 07:30:36
url:
https://www.techpowerup.com/344395/intels-fab-52-is-bigger-than-tsmc-arizona-produces-more-than-40-000-wafers-per-month

title:
techpowerup.com: Intels fab 52 is bigger than tsmc arizona produces more than 40 000 wafers per month


node_name: US Semiconductor Cluster Formation Cascade
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2025/10/08/news-arizona-rises-as-u-s-chip-hub-semicon-west-highlights-tsmc-intel-and-growing-semiconductor-cluster/

title:
trendforce.com: News arizona rises as u s chip hub semicon west highlights tsmc intel and growing semiconductor cluster


node_name: US Semiconductor Cluster Formation Cascade
created_at: 2026-05-19 07:30:36
url:
https://signalscv.com/2025/07/tsmc-arizona-anchors-7-billion-city-within-a-city-as-phoenix-emerges-as-silicon-desert/

title:
signalscv.com: Tsmc arizona anchors 7 billion city within a city as phoenix emerges as silicon desert


node_name: ASML EUV China Export Embargo Permanent Moat
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-1-the-silicon-curtain-descends-china-unveils-shenzhen-euv-prototype-in-manhattan-project-breakthrough

title:
markets.financialcontent.com: Tokenring 2026 1 1 the silicon curtain descends china unveils shenzhen euv prototype in manhattan project breakthrough


title: talosnetwork.org: Boosting the eus position in ai through third places diplomacy 9ym5d
node_name: ASML EUV China Export Embargo Permanent Moat
created_at: 2026-05-19 07:30:36
url:
https://www.talosnetwork.org/perspectives/boosting-the-eus-position-in-ai-through-third-places-diplomacy-9ym5d


title: alphapilot.tech: Intel surges 20 on q1 2026 earnings beat as ai data center growth hits 22
node_name: Intel Q1 2026 Financial Inflection Point
created_at: 2026-05-19 07:30:36
url:
https://www.alphapilot.tech/discover/intel-surges-20-on-q1-2026-earnings-beat-as-ai-data-center-growth-hits-22


title: stocktitan.net: 424b5 intel corp prospectus supplement debt securities 4d3042e45fa9
node_name: Intel $6.5B Bond 7.7x Oversubscription Signal
created_at: 2026-05-19 07:30:36
url:
https://www.stocktitan.net/sec-filings/INTC/424b5-intel-corp-prospectus-supplement-debt-securities-4d3042e45fa9.html


node_name: TSMC Arizona Leading-Edge Gap Window 2025-2029
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/semiconductors/tsmc-brings-its-most-advanced-chipmaking-node-to-the-us-yet-to-begin-equipment-installation-for-3mn-months-ahead-of-schedule-arizona-fab-slated-for-production-in-2027

title:
tomshardware.com: Tsmc brings its most advanced chipmaking node to the us yet to begin equipment installation for 3mn months ahead of schedule arizona fab slated for production in 2027


title: manufacturingdive.com: 758561
node_name: NSTC Natcast $7.4B Defunding Risk
created_at: 2026-05-19 07:30:36
url:
https://www.manufacturingdive.com/news/commerce-department-cuts-7-4-billion-chips-act-funding-natcast-howard-lutnick/758561/


node_name: Hyperscaler Custom ASIC Structural Demand Wave
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-1-5-the-silicon-sovereignty-era-hyperscalers-break-nvidias-grip-with-3nm-custom-ai-chips

title:
markets.financialcontent.com: Tokenring 2026 1 5 the silicon sovereignty era hyperscalers break nvidias grip with 3nm custom ai chips


title: 247wallst.com: Ai chip packaging constraints create an opening for intels emib technology
node_name: Hyperscaler Custom ASIC Structural Demand Wave
created_at: 2026-05-19 07:30:36
url:
https://247wallst.com/technology-3/2026/05/06/ai-chip-packaging-constraints-create-an-opening-for-intels-emib-technology/


node_name: Nova Lake TSMC Dual-Sourcing Paradox
created_at: 2026-05-19 07:30:36
url:
https://www.pcgamer.com/hardware/intels-new-nova-lake-cpu-is-reportedly-being-made-on-tsmc-n2-right-now-pointing-to-a-hybric-18a-node-and-late-2026-launch/

title:
pcgamer.com: Intels new nova lake cpu is reportedly being made on tsmc n2 right now pointing to a hybric 18a node and late 2026 launch


node_name: Nova Lake TSMC Dual-Sourcing Paradox
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/pc-components/cpus/tsmcs-n2-process-reportedly-lands-orders-from-intel-nova-lake-is-the-likely-application

title:
tomshardware.com: Tsmcs n2 process reportedly lands orders from intel nova lake is the likely application


node_name: TSMC 3nm-5nm 100% Capacity Lock-In
created_at: 2026-05-19 07:30:36
url:
https://cloudnews.tech/tsmc-reaches-full-capacity-3nm-and-5nm-to-be-100-sold-out-by-2026-chips-become-scarce/

title:
cloudnews.tech: Tsmc reaches full capacity 3nm and 5nm to be 100 sold out by 2026 chips become scarce


node_name: TSMC 3nm-5nm 100% Capacity Lock-In
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2026/04/27/news-tsmc-3nm-monthly-capacity-may-hit-180k-wafers-by-2026-up-over-40-yoy-on-ai-demand/

title:
trendforce.com: News tsmc 3nm monthly capacity may hit 180k wafers by 2026 up over 40 yoy on ai demand


title: tweaktown.com: Tsmcs entire 3nm and 5nm production expected to be 100 percent booked out in 2026
node_name: TSMC 3nm-5nm 100% Capacity Lock-In
created_at: 2026-05-19 07:30:36
url:
https://www.tweaktown.com/news/107923/tsmcs-entire-3nm-and-5nm-production-expected-to-be-100-percent-booked-out-in-2026/index.html


node_name: NVIDIA $5B Strategic Investment in Intel Foundry
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-1-30-silicon-marriage-of-the-century-nvidia-finalizes-5-billion-strategic-investment-in-intel-to-reshape-the-ai-landscape

title:
markets.financialcontent.com: Tokenring 2026 1 30 silicon marriage of the century nvidia finalizes 5 billion strategic investment in intel to reshape the ai landscape


title: cnbc.com: Nvidia takes 5 billion stake in intel under september agreement
node_name: NVIDIA $5B Strategic Investment in Intel Foundry
created_at: 2026-05-19 07:30:36
url:
https://www.cnbc.com/2025/12/29/nvidia-takes-5-billion-stake-in-intel-under-september-agreement.html


title: wccftech.com: Intel moves to 18a process node ends 20a plans arrow lake shifting external nodes
node_name: Intel 20A Node as D0 Learning Vehicle
created_at: 2026-05-19 07:30:36
url:
https://wccftech.com/intel-moves-to-18a-process-node-ends-20a-plans-arrow-lake-shifting-external-nodes/


title: techovedas.com: How die size and defect density shape advanced nodes tsmc vs intel ft pat gelsinger
node_name: Semiconductor Yield Learning Curve Physics
created_at: 2026-05-19 07:30:36
url:
https://techovedas.com/how-die-size-and-defect-density-shape-advanced-nodes-tsmc-vs-intel-ft-pat-gelsinger/


node_name: SoftBank-ARM-Intel Foundry Strategic Alignment
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/softbank-reportedly-considered-buying-intels-foundry-division-outright-before-investing-usd2-billion-into-the-company-as-equity

title:
tomshardware.com: Softbank reportedly considered buying intels foundry division outright before investing usd2 billion into the company as equity


title: techfundingnews.com: Softbanks 2b intel investment could reshape startup funding in semiconductors
node_name: SoftBank-ARM-Intel Foundry Strategic Alignment
created_at: 2026-05-19 07:30:36
url:
https://techfundingnews.com/softbanks-2b-intel-investment-could-reshape-startup-funding-in-semiconductors/


node_name: Microsoft Maia 2 Hyperscaler Validation Event
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/stocks/article/tokenring-2025-10-17-intel-foundry-secures-landmark-microsoft-maia-2-deal-on-18a-node-a-new-dawn-for-ai-silicon-manufacturing

title:
markets.financialcontent.com: Tokenring 2025 10 17 intel foundry secures landmark microsoft maia 2 deal on 18a node a new dawn for ai silicon manufacturing


node_name: Microsoft Maia 2 Hyperscaler Validation Event
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/semiconductors/intel-foundry-secures-contract-to-build-microsofts-maia-2-next-gen-ai-processor-on-18a-18a-p-node-claims-report-could-be-first-step-in-ongoing-partnership

title:
tomshardware.com: Intel foundry secures contract to build microsofts maia 2 next gen ai processor on 18a 18a p node claims report could be first step in ongoing partnership


node_name: Microsoft Maia 2 Hyperscaler Validation Event
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-30-silicon-sovereignty-microsoft-taps-intels-18a-p-node-for-next-gen-maia-2-ai-accelerators

title:
markets.financialcontent.com: Tokenring 2026 1 30 silicon sovereignty microsoft taps intels 18a p node for next gen maia 2 ai accelerators


node_name: Intel 18A-P Derivative Node Market Broadening
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/semiconductors/intel-details-18a-p-process-node-touts-higher-performance-lower-power-and-better-thermals-9-percent-more-performance-thermal-conductivity-improved-by-50-percent

title:
tomshardware.com: Intel details 18a p process node touts higher performance lower power and better thermals 9 percent more performance thermal conductivity improved by 50 percent


node_name: US Semiconductor Equipment Oligopoly
created_at: 2026-05-19 07:30:36
url:
https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data

title:
patentpc.com: Top chip making equipment companies asml applied materials and lam research market data


title: cnbc.com: Intel ceo says foundry is gaining momentum as customer interest grows
node_name: Intel 18A PDK Maturity Adoption Flywheel
created_at: 2026-05-19 07:30:36
url:
https://www.cnbc.com/2026/05/18/intel-ceo-says-foundry-is-gaining-momentum-as-customer-interest-grows.html


title: usitc.gov: Ebot decarlo goodman ukraine neon and semiconductors
node_name: Noble Gas Supply Chain Domestic Moat
created_at: 2026-05-19 07:30:36
url:
https://www.usitc.gov/publications/332/executive_briefings/ebot_decarlo_goodman_ukraine_neon_and_semiconductors.pdf


title: tomshardware.com: Global chip supply chain under threat as us iran conflict enters third week
node_name: Noble Gas Supply Chain Domestic Moat
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/global-chip-supply-chain-under-threat-as-us-iran-conflict-enters-third-week


title: digitimes.com: Applied materials usa china export restrictions business revenue
node_name: China Equipment Bifurcation Mandate
created_at: 2026-05-19 07:30:36
url:
https://www.digitimes.com/news/a20251003VL200/applied-materials-usa-china-export-restrictions-business-revenue.html


node_name: Intel ISA-Agnostic Foundry Strategy
created_at: 2026-05-19 07:30:36
url:
https://www.datacenterdynamics.com/en/news/intel-launches-1-billion-fund-for-foundry-ecosystem-joins-risc-v-governing-body/

title:
datacenterdynamics.com: Intel launches 1 billion fund for foundry ecosystem joins risc v governing body


node_name: Intel Thick-Core Glass Substrate Packaging Monopoly
created_at: 2026-05-19 07:30:36
url:
https://techovedas.com/intel-debuts-thick-core-glass-substrate-with-emib-at-nepcon-japan-for-next-gen-ai-data-centers/

title:
techovedas.com: Intel debuts thick core glass substrate with emib at nepcon japan for next gen ai data centers


node_name: Intel Thick-Core Glass Substrate Packaging Monopoly
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2026/01/26/news-intel-reportedly-presents-first-thick-core-glass-substrate-with-emib-targeting-ai-data-centers/

title:
trendforce.com: News intel reportedly presents first thick core glass substrate with emib targeting ai data centers


node_name: Intel Thick-Core Glass Substrate Packaging Monopoly
created_at: 2026-05-19 07:30:36
url:
https://www.financialcontent.com/article/tokenring-2026-1-19-the-glass-revolution-how-intels-high-volume-glass-substrates-are-unlocking-the-next-era-of-ai-scale

title:
financialcontent.com: Tokenring 2026 1 19 the glass revolution how intels high volume glass substrates are unlocking the next era of ai scale


node_name: Intel Thick-Core Glass Substrate Packaging Monopoly
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-2-2-glass-substrates-intel-and-samsung-pivot-to-next-gen-ai-packaging

title:
markets.financialcontent.com: Tokenring 2026 2 2 glass substrates intel and samsung pivot to next gen ai packaging


node_name: Broadcom TSMC Lock-In as Intel Demand Generator
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2026/03/24/news-broadcom-reportedly-flags-tsmc-capacity-as-2026-bottleneck-with-lasers-and-pcbs-also-in-the-squeeze/

title:
trendforce.com: News broadcom reportedly flags tsmc capacity as 2026 bottleneck with lasers and pcbs also in the squeeze


title: intellectia.ai: Broadcom executive warns of tsmc capacity limits amid ai chip demand surge
node_name: Broadcom TSMC Lock-In as Intel Demand Generator
created_at: 2026-05-19 07:30:36
url:
https://intellectia.ai/news/stock/broadcom-executive-warns-of-tsmc-capacity-limits-amid-ai-chip-demand-surge


node_name: Qualcomm-ARM-Intel Foundry Paradox
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2025/11/18/news-intel-advanced-packaging-reportedly-gains-traction-with-apple-and-qualcomm-seeking-emib-expertise/

title:
trendforce.com: News intel advanced packaging reportedly gains traction with apple and qualcomm seeking emib expertise


node_name: Five Nodes in Four Years Execution Proof
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-2-5-intel-officially-launches-high-volume-manufacturing-for-18a-node-fulfilling-5-nodes-in-4-years-promise

title:
markets.financialcontent.com: Tokenring 2026 2 5 intel officially launches high volume manufacturing for 18a node fulfilling 5 nodes in 4 years promise


node_name: Five Nodes in Four Years Execution Proof
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-13-intel-reclaims-the-silicon-throne-18a-node-enters-high-volume-manufacturing-powering-the-next-generation-of-ai

title:
markets.financialcontent.com: Tokenring 2026 1 13 intel reclaims the silicon throne 18a node enters high volume manufacturing powering the next generation of ai


node_name: Five Nodes in Four Years Execution Proof
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-1-30-intel-reclaims-the-silicon-throne-18a-node-hits-high-volume-production-ending-a-five-year-marathon

title:
markets.financialcontent.com: Tokenring 2026 1 30 intel reclaims the silicon throne 18a node hits high volume production ending a five year marathon


node_name: Panther Lake + Clearwater Forest Anchor Tenant
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-15-intels-18a-era-panther-lake-debuts-at-ces-2026-as-apple-joins-the-intel-foundry-fold

title:
markets.financialcontent.com: Tokenring 2026 1 15 intels 18a era panther lake debuts at ces 2026 as apple joins the intel foundry fold


node_name: Panther Lake + Clearwater Forest Anchor Tenant
created_at: 2026-05-19 07:30:36
url:
https://www.storagereview.com/news/intel-unwraps-core-ultra-series-3-panther-lake-and-xeon-6-clearwater-forest-on-intel-18a

title:
storagereview.com: Intel unwraps core ultra series 3 panther lake and xeon 6 clearwater forest on intel 18a


title: newsroom.intel.com: Intel unveils panther lake architecture first ai pc platform built on 18a
node_name: Panther Lake + Clearwater Forest Anchor Tenant
created_at: 2026-05-19 07:30:36
url:
https://newsroom.intel.com/client-computing/intel-unveils-panther-lake-architecture-first-ai-pc-platform-built-on-18a


title: wccftech.com: Hands on intel 18a panther lake clearwater forest live demos wafers tech tour 2025
node_name: Panther Lake + Clearwater Forest Anchor Tenant
created_at: 2026-05-19 07:30:36
url:
https://wccftech.com/hands-on-intel-18a-panther-lake-clearwater-forest-live-demos-wafers-tech-tour-2025/


title: McKinsey: Reimagining labor to close the expanding us semiconductor talent gap
node_name: US Semiconductor Talent Gap
created_at: 2026-05-19 07:30:36
url:
https://www.mckinsey.com/industries/semiconductors/our-insights/reimagining-labor-to-close-the-expanding-us-semiconductor-talent-gap


node_name: Intel Stock Recovery Talent Flywheel
created_at: 2026-05-19 07:30:36
url:
https://markets.financialcontent.com/wral/article/predictstreet-2026-1-1-intels-great-turnaround-a-2026-deep-dive-into-the-national-champions-resurgence

title:
markets.financialcontent.com: Predictstreet 2026 1 1 intels great turnaround a 2026 deep dive into the national champions resurgence


title: ibtimes.com.au: Intel stock 2026 outlook mixed turnaround hopes clash execution risks 1868018
node_name: Intel Stock Recovery Talent Flywheel
created_at: 2026-05-19 07:30:36
url:
https://www.ibtimes.com.au/intel-stock-2026-outlook-mixed-turnaround-hopes-clash-execution-risks-1868018


title: ainvest.com: Intel sambanova alliance targets ai inference breakthrough governance risks loom 2604
node_name: SambaNova AI Inference Alliance
created_at: 2026-05-19 07:30:36
url:
https://www.ainvest.com/news/intel-sambanova-alliance-targets-ai-inference-breakthrough-governance-risks-loom-2604/


node_name: NVIDIA Rubin Ultra EMIB-T Triple Alignment
created_at: 2026-05-19 07:30:36
url:
https://wccftech.com/nvidias-rubin-ultra-could-hand-intel-a-lifeline-as-ubs-flags-emib-t-packaging-for-4-chip-variant/

title:
wccftech.com: Nvidias rubin ultra could hand intel a lifeline as ubs flags emib t packaging for 4 chip variant


node_name: NVIDIA Rubin Ultra EMIB-T Triple Alignment
created_at: 2026-05-19 07:30:36
url:
https://www.trendforce.com/news/2026/04/01/news-nvidias-rubin-ultra-seen-sticking-to-dual-die-design-on-packaging-constraints-tsmc-3nm-demand-intact/

title:
trendforce.com: News nvidias rubin ultra seen sticking to dual die design on packaging constraints tsmc 3nm demand intact


title: stimson.org: Chinas germanium and gallium export restrictions consequences for the united states
node_name: China Gallium-Germanium Mineral Kill Switch
created_at: 2026-05-19 07:30:36
url:
https://www.stimson.org/2025/chinas-germanium-and-gallium-export-restrictions-consequences-for-the-united-states/


title: tomshardware.com: China suspends ban on rare earth exports to us but licensing remains
node_name: China Gallium-Germanium Mineral Kill Switch
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/tech-industry/china-suspends-ban-on-rare-earth-exports-to-us-but-licensing-remains


node_name: China Gallium-Germanium Mineral Kill Switch
created_at: 2026-05-19 07:30:36
url:
https://skillings.net/chinas-export-controls-whats-next-for-rare-earths-gallium-and-germanium-supply-chains/

title:
skillings.net: Chinas export controls whats next for rare earths gallium and germanium supply chains


title: everfilt.com: Arizona s tech expansion meets a water reckoning data centers semiconductors
node_name: Arizona Water Scarcity Managed Fab Constraint
created_at: 2026-05-19 07:30:36
url:
https://www.everfilt.com/post/arizona-s-tech-expansion-meets-a-water-reckoning-data-centers-semiconductors


title: areadevelopment.com: Semiconductors fragile relationship with water may be tested
node_name: Arizona Water Scarcity Managed Fab Constraint
created_at: 2026-05-19 07:30:36
url:
https://www.areadevelopment.com/advanced-manufacturing/q3-2024/semiconductors-fragile-relationship-with-water-may-be-tested.shtml


title: tradingkey.com: 261495626 intel foundry business faces turning point 2026 tradingkey
node_name: Yield Learning Flywheel
created_at: 2026-05-19 07:30:36
url:
https://www.tradingkey.com/analysis/stocks/us-stocks/261495626-intel-foundry-business-faces-turning-point-2026-tradingkey


node_name: SEMI Investment Act Upstream Materials Domestication
created_at: 2026-05-19 07:30:36
url:
https://fitzpatrick.house.gov/2025/11/fitzpatrick-boyle-launch-bipartisan-semi-act-to-reassert-u-s-control-over-critical-chip-materials-and-strengthen-american-manufacturing

title:
fitzpatrick.house.gov: Fitzpatrick boyle launch bipartisan semi act to reassert u s control over critical chip materials and strengthen american manufacturing


node_name: SEMI Investment Act Upstream Materials Domestication
created_at: 2026-05-19 07:30:36
url:
https://www.bennet.senate.gov/2025/05/08/bennet-blackburn-tillis-coons-introduce-legislation-to-bolster-domestic-semiconductor-manufacturing/

title:
bennet.senate.gov: Bennet blackburn tillis coons introduce legislation to bolster domestic semiconductor manufacturing


title: McKinsey: Creating a thriving chemical semiconductor supply chain in america
node_name: SEMI Investment Act Upstream Materials Domestication
created_at: 2026-05-19 07:30:36
url:
https://www.mckinsey.com/industries/chemicals/our-insights/creating-a-thriving-chemical-semiconductor-supply-chain-in-america


title: Bloomberg: Intel s 440 billion six week surge has short sellers circling
node_name: Intel Q1 2026 Capacity-Constrained Inflection
created_at: 2026-05-19 07:30:36
url:
https://www.bloomberg.com/news/articles/2026-05-12/intel-s-440-billion-six-week-surge-has-short-sellers-circling


title: 247wallst.com: Intel has tripled in 2026 the sell in may case for the years biggest comeback story
node_name: Intel Stock Rally Human Capital Flywheel
created_at: 2026-05-19 07:30:36
url:
https://247wallst.com/investing/2026/05/13/intel-has-tripled-in-2026-the-sell-in-may-case-for-the-years-biggest-comeback-story/


title: themiddleeastinsider.com: Saudi arabia ai strategy 2026 data centers tech investment
node_name: Sovereign AI International Foundry Demand
created_at: 2026-05-19 07:30:36
url:
https://themiddleeastinsider.com/2026/03/29/saudi-arabia-ai-strategy-2026-data-centers-tech-investment/


title: science-technology.news-articles.net: Intel s pivot to a system foundry model
node_name: Sovereign AI International Foundry Demand
created_at: 2026-05-19 07:30:36
url:
https://science-technology.news-articles.net/content/2026/04/27/intel-s-pivot-to-a-system-foundry-model.html


title: constructiondive.com: 607760
node_name: Arizona Water-Power Infrastructure Constraint
created_at: 2026-05-19 07:30:36
url:
https://www.constructiondive.com/news/intel-breaks-ground-on-2-arizona-chip-plants-worth-20b/607760/


node_name: Panther Lake 18A Commercial Product Validation
created_at: 2026-05-19 07:30:36
url:
https://www.tomshardware.com/pc-components/cpus/intel-doubles-down-on-gaming-with-panther-lake-claims-76-percent-faster-gaming-performance-new-x-series-chips-deliver-up-to-12-xe3-cores

title:
tomshardware.com: Intel doubles down on gaming with panther lake claims 76 percent faster gaming performance new x series chips deliver up to 12 xe3 cores


title: fool.com: What intel just accomplished with panther lake seemed impossible 2 years ago
node_name: Panther Lake 18A Commercial Product Validation
created_at: 2026-05-19 07:30:36
url:
https://www.fool.com/investing/2026/01/27/what-intel-just-accomplished-with-panther-lake-seemed-impossible-2-years-ago/


title: realinstitutoelcano.org: Pax silica alliances frontier and markets in the geopolitics of the chip
node_name: Pax Silica Allied Semiconductor Declaration
created_at: 2026-05-19 07:30:36
url:
https://www.realinstitutoelcano.org/en/analyses/pax-silica-alliances-frontier-and-markets-in-the-geopolitics-of-the-chip/


title: tech-champion.com: Water scarcity and yield loss in sub 5nm fabs engineering the arizona challenge
node_name: Arizona Water Net-Positive Infrastructure
created_at: 2026-05-19 07:30:36
url:
https://tech-champion.com/technology/water-scarcity-and-yield-loss-in-sub-5nm-fabs-engineering-the-arizona-challenge/


