Digitimes: TSMC Texas plant talk premature, Intel 18A criticism backfiring

DIGITIMES analyst Luke Lin's podcast addressed rumors of a TSMC Texas expansion, the debate over Intel's 14A and 18A nodes, and Qualcomm's high bandwidth compute push as AI workloads drive demand for hybrid bonding and advanced packaging.

• TSMC is not yet ready to announce a Texas plant, the analyst says
• Criticism of Intel's 18A node is called unfounded; 14A also debated
• Qualcomm pushes high bandwidth compute amid rising AI workloads
• Demand for hybrid bonding and advanced packaging grows on AI