➀ Samsung is reportedly cutting its foundry capital expenditure in half to $3.5 billion in 2024, down from $7 billion last year.

➁ This decision is attributed to reduced client demand and efforts to improve efficiency.

➂ In contrast, TSMC and Intel are planning to increase their capital expenditures significantly in 2025.

➀ Intel's upcoming Nova Lake CPUs have been spotted in shipping manifests, indicating progress on their next-gen consumer platform.

➁ The next CPU architecture from Intel will be Panther Lake, showcased at CES 2025, and will be the company's first consumer platform on its new Intel 18A process node.

➂ Intel's next-gen Nova Lake CPUs are expected to be fabricated on Intel 14A or TSMC 2nm, and will not feature on-package memory.

➀ Intel has launched its Intel Core Ultra (Series 2) processors to improve mobile computing for businesses, creators, and gamers, featuring AI enhancements, efficiency, and performance improvements.

➁ Intel also introduced the Intel Core Ultra 200V series for Intel vPro commercial customers, combining performance, efficiency, security, and manageability to enhance business computing.

➂ These processors are designed to modernize business IT environments, improve performance, security, and efficiency, and are part of Intel's commitment to empowering IT professionals with AI-enhanced security and advanced fleet management tools.

➀ Intel's hopes of surpassing TSMC in process technology this year or next year have been challenged after TSMC announced that their A16 process will enter mass production in the second half of 2026.

➁ Intel plans to start ramping up its 18A process in H2 2025, but it suggests that volume production won't occur until 2026, while TSMC is expected to achieve high-volume production on its equivalent N2 process in H2 2025.

➂ With the potential acquisition rumors and investor frustration over Intel's struggle to catch up in process technology, the situation looks bleak for Intel.

➀ SemiAccurate reported that a potential buyer with sufficient funds is interested in acquiring Intel as a whole.

➁ There is speculation about possible buyers including Elon Musk, Apple, Nvidia, Softbank, Broadcom, and private equity funds Apollo and Brookfield.

➂ Sources suggest that investors are becoming frustrated with Intel's struggle to keep up in process technology, leading to a decline in its stock price from 60 to 20 in the past three years.

➀ Intel's fix for Arrow Lake chips does not improve overall gaming performance.

➁ The Core Ultra 9 285K performs worse than previous-generation chips in gaming.

➂ Intel's claims about performance gains are misleading and do not align with real-world testing results.