TSMC, Samsung, Intel and GlobalFoundries are expanding capacity, fueled by a series of chip bills and government incentives in the U.S. and Europe. What is the difference between IDMs and pure-play foundries when planning to expand semiconductor supply? Dylan Patel, principal analyst at SemiAnalysis.

在美国和欧洲的一系列芯片法案和政府激励措施的推动下，台积电、三星、英特尔和格芯正在扩大产能。IDM和纯代工厂在计划扩大半导体供应时有何差别？本期受访人：SemiAnalysis首席分析师，DylanPatel。