Intel is looking to regain its lead in foundry business, but the US chip giant it may have a mountain to climb before catching up with TSMC. DRAM prices are expected to rise in the third quarter at a slower pace, but DRAM makers are still negotiating cntract prices with the clients. And sales of graphics cards will be slowing down in the third quarter as demand decelerates, thanks to China's crackdown on cryptomining.

Intel seeks to regain advanced manufacturing lead: Intel is eyeing to regain its manufacturing lead, particularly advanced process manufacturing. Intel's capex for 2021 will be a nearly 10-year high for the company, despite being significantly lower than TSMC's. Intel has disclosed plans to spend as much as US$20 billion to build new fabs and expand its foundry services.

DRAM makers negotiating contract prices for 3Q21: DRAM makers are still negotiating contract prices for the third quarter, which are expected to rise at a slower pace, according to industry sources.

Graphics card sales to slow down in 3Q21: Graphics card sales will be slowing down in the third quarter of 2021, as prices start to drop and end-market demand decelerates, according to industry sources.