Piper Sandler: Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm evaluating Intel's 14A process

Piper Sandler says major chip customers including Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia and Qualcomm are evaluating Intel's 14A process as they seek alternative foundry and packaging suppliers to TSMC, which is sold out through 2028, and as on-shoring continues.

Detected & updated continuously · Source: Nebula