Tuesday, December 14th 2021

Report: Intel to Become One of the Three Largest TSMC Clients in 2023
Intel and TSMC are positioning themselves as two competing foundries for a significant period. However, as the difficulties in semiconductor manufacturing rise, the collaboration of the two seems inevitable. Not because Intel is eyeing TSMC's clients, but because of the race to produce the most minor and best possible semiconductor node. We already know that Intel plans to use some of TSMC's nodes for its Ponte Vecchio accelerator that contains 47 tiles. However, we didn't realize just how big the contract between the two companies was. According to the latest report from DigiTimes, Intel is supposed to become one of the top three clients at TSMC.
As the report notes, the collaboration should extend to at least TSMC's 2 nm node, expected in 2025. After that, the state of semiconductors is unknown. Intel has a solid chance to be in the top three customers in 2023 and become one of the primary sources of profit for the Taiwanese giant. We are excited to see how this prediction plays out and hope to hear more from both in the future.
Sources:
DigiTimes, via @chiakokhua (Twitter)
As the report notes, the collaboration should extend to at least TSMC's 2 nm node, expected in 2025. After that, the state of semiconductors is unknown. Intel has a solid chance to be in the top three customers in 2023 and become one of the primary sources of profit for the Taiwanese giant. We are excited to see how this prediction plays out and hope to hear more from both in the future.
30 Comments on Report: Intel to Become One of the Three Largest TSMC Clients in 2023
2. AMD - Xilinx
3. Intel
Very surprising...
Just a reminder, AMD has pretty much the whole console market for themselves. As for laptops... They are getting there. maybe they are not doing a good job on the "budget/notebook"segment but in the mid/range to high-performance tier they are doing fine.
AMD is just winning on enterprise, at least the way i see it but havent checked numbers. Intel is probably still keeping up from old deals or something because pretty much every article ive seen AMD was highlighted. Also, everyone who needs a high performance workstation uses AMD for the past 3 years or so.
Intel is doing well on a specific segment of the gaming market and laptops. Other than that i feel like they are just getting sales from old reputation that is slowly vanishing.