Intel is benefiting from semiconductor supply crunch with Apple, Nvidia moving orders due to Taiwan Semiconductor capacity pressures, giving Intel an opportunity to advance its foundry ambitions and compete with Samsung Electronics. Opportunity for Intel as Apple and Nvidia redirect orders from Taiwan Semiconductor due to capacity strains.

Intel Corp. (INTC) is benefiting from the current AI-driven semiconductor supply shortage after Apple Inc. (AAPL) and Nvidia Corp. (NVDA) redirected some orders away from Taiwan Semiconductor Manufacturing Co. Ltd. (TSM). This move allows the U.S. chipmaker to expand its foundry ambitions and compete more directly with Samsung Electronics Co. Ltd. (SSNLF) in advanced manufacturing. Industry sources refer to this as the "Taiwan Semiconductor trickle-down effect." This shift highlights the pressures on Taiwan Semiconductor's capacity, creating a strategic opening for Intel to strengthen its position in the semiconductor industry.