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Digitimes October 4, 2026 By Charlene Chen neutral

Podcast highlights: TSMC Texas plant talk is premature, Intel 18A hits backfiring criticism

TSMCIntelQualcommAI / LLMMemoryManufacturingSupply ChainRegulation
This excerpt from DIGITIMES analyst Luke Lin's podcast looks at TSMC's rumored Texas expansion, Intel's 14A and 18A process debate, and Qualcomm's high bandwidth compute (HBC) push as AI workloads drive demand for hybrid bonding and advanced packaging.
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