TSMC may surpass Intel in quarterly revenue for first time

In yet another sign of how fortunes have changed in the semiconductor industry, Taiwanese foundry giant TSMC is expected to surpass Intel in quarterly revenue for the first time. Wall Street analysts estimate TSMC will grow second-quarter revenue 43 percent quarter-over-quarter to $18.1 billion. Intel, on the other hand, is …

[Anonymous Coward]

I think we have a new defining case for Frenemies

If it weren't for the regulatory problems, I wouldn't be surprised if Samsung in particular told them to pound (highly refined and purified) sand. TSMC's situation is a little more complex, but I don't see this love in lasting beyond Intels fab sampling the new advanced process nodes it's shooting for to prove to the other fabless players that it's not vaporware. It also wouldn't surprise me to see Intel get is fingers caught in the anti-trust cookie jar as it has so often before when it ends up a generation behind the competition.

Maybe this time the charges will stick and competition will remain healthier for a few years.