Intel is trying to regain its lead in foundry enterprise, however the US chip big it could have a mountain to climb earlier than catching up with TSMC. DRAM costs are anticipated to rise within the third quarter at a slower tempo, however DRAM makers are nonetheless negotiating cntract costs with the purchasers. And gross sales of graphics playing cards can be slowing down within the third quarter as demand decelerates, due to China’s crackdown on cryptomining.
Intel seeks to regain superior manufacturing lead: Intel is eyeing to regain its manufacturing lead, significantly superior course of manufacturing. Intel’s capex for 2021 can be a virtually 10-year excessive for the corporate, regardless of being considerably decrease than TSMC’s. Intel has disclosed plans to spend as a lot as US$20 billion to construct new fabs and increase its foundry companies.
DRAM makers negotiating contract costs for 3Q21: DRAM makers are nonetheless negotiating contract costs for the third quarter, that are anticipated to rise at a slower tempo, in response to business sources.
Graphics card gross sales to decelerate in 3Q21: Graphics card gross sales can be slowing down within the third quarter of 2021, as costs begin to drop and end-market demand decelerates, in response to business sources.
