BusinessSemiconductors

TSMC CEO Notes Intel as Both ‘Competitor’ and ‘Very Good Customer’ Amid Foundry Market Dynamics

TSMC’s CEO C.C. Wei has characterized Intel as both a competitor and “very good customer” during recent earnings discussions. The comments come as industry watchers assess Intel’s foundry ambitions against TSMC’s established market leadership and comprehensive semiconductor ecosystem.

TSMC Leadership Addresses Competitive Landscape

TSMC CEO C.C. Wei has reportedly addressed the evolving competitive dynamics in the semiconductor foundry space, specifically noting Intel’s dual role as both rival and client. During TSMC’s Q3 2025 earnings call, Wei responded to questions about investments into Intel by TSMC’s U.S. clients with measured commentary that industry analysts suggest highlights the complex relationships within the chip manufacturing sector.

International Business and TradeSemiconductors

India’s Sahasra Begins European Memory Exports in OSAT Sector Breakthrough

India’s Sahasra Semiconductors has started volume production of Micro SD cards and USB drives for Germany’s Hama, marking one of the first exports of locally packaged semiconductor memory from India to Europe. The multi-year supply contract demonstrates measurable progress in India’s outsourced semiconductor assembly and test capabilities, bridging the gap between electronics assembly and full chip fabrication. This development signals India’s emerging role in the global semiconductor packaging landscape.

India’s Semiconductor Packaging Breakthrough

India’s Sahasra Semiconductors has begun volume production of Made-in-India Micro SD cards and USB drives for Germany’s Hama under a multi-year supply contract, according to reports. The agreement marks one of the first exports of locally packaged semiconductor memory products from India to Europe, showing measurable progress in the country’s semiconductor manufacturing capabilities, analysts suggest.

PolicySemiconductors

Dutch Government Seizes Control of Chinese-Owned Chipmaker Nexperia Over Security Concerns

The Dutch government has taken the extraordinary step of seizing control of Chinese-owned chipmaker Nexperia, citing serious governance shortcomings and national security concerns. The intervention under the Goods Availability Act represents a significant escalation in Western scrutiny of Chinese semiconductor ownership.

The Dutch government has taken highly exceptional control of Chinese-owned chipmaker Nexperia, invoking emergency powers to address what it describes as “serious governance shortcomings” threatening crucial technological capabilities. Announced on October 12 but effective since September 30, this unprecedented intervention represents the latest escalation in Western efforts to safeguard semiconductor technology from foreign control.

Government Intervention Under Emergency Powers