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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.