LIWEI_TW Capital(@LIWEI_TWCapital):$INTC may not have a price edge over $TSM on $SKHY HBM base dies DIGITIMES Insight reported on Sept. 16 that Intel may not be able to undercut TSMC on HBM base dies for SK hynix. That follows earlier, unconfirmed reports that SK hynix is considering Intel Foundry as an additional source starting with HBM4E. SK hynix has pushed back on parts of those reports and has not confirmed its technology roadmap. So far, Intel looks like a possible second-source option, not a proven cheaper one. Until there is evidence of a meaningful price gap, the cost case for shifting base-die production away from TSMC is still unproven. Sources

2026.09.16 06:57

$INTC may not have a price edge over $TSM on $SKHY HBM base dies DIGITIMES Insight reported on Sept. 16 that Intel may not be able to undercut TSMC on HBM base dies for SK hynix. That follows earlier, unconfirmed reports that SK hynix is considering Intel Foundry as an additional source starting with HBM4E. SK hynix has pushed back on parts of those reports and has not confirmed its technology roadmap. So far, Intel looks like a possible second-source option, not a proven cheaper one. Until there is evidence of a meaningful price gap, the cost case for shifting base-die production away from TSMC is still unproven. Sources

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