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Report: Intel to Become One of the Three Largest TSMC Clients in 2023

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Available workforce, in fact, and not cheap.

The problem isn't how fast can you build fabs, the problem is how well can you staff them.
Workforce is one thing. The machinery for fabs is another big one. Remember the news about EUV machines supply from ASML a few years ago? That as rather extreme but similar limited supply is fairly normal for a number of pieces required for state of the art semiconductor foundry.
 
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Agreed....I don't think people realize how dangerous this is with respect to competition in the x86 market place....this harkens back to Intel's dirty tactics circa the early 2000s when they resorted to bribing OEMs when they couldn't beat AMD, and now they're resorting to using their financial weight again instead of innovation. AMD's annual revenue is 800%+ less than Intel's, AMD's annual R&D budget is 650% less than Intel's, and AMD has not made nearly enough ground in the two most lucrative x86 markets: enterprise and mobility (laptops). I'm sure people will write this off as the rantings of an AMD fanboy, but in reality, I'm honestly scared we could easily backslide into Intel cartelism and stagnation like the one we have really just come out of, all thanks to AMD. Seriously, in a just world, Intel would be forced to use ONLY their own fabs and have to lie in the bed they've made for themselves. We as enthusiasts have absolutely NO guarantee's that AMD can weather this storm as they are nowhere near 50% market share and have nowhere near the financial resources of Intel (which makes it all that more impressive what AMD and Lisa Su have managed to accomplish with a shoestring budget by comparison). Seriously, for the betterment of all consumers, it would have been far more beneficial for AMD to have dominance for another 3 to 5 years....time enough to build up their financial resources and penetrate the x86 market much further. Everyone seems to forget that the vast majority of x86 sales for consumers are laptops, and the overwhelming majority of those consumers don't even know AMD exists and basically see "Intel" and "laptop" as synonymous and interchangeable terms...we may seriously be looking back at the Zen 1 through Zen 3/4 period as the "good old days" in a couple years when where back with overpriced stagnation from Intel and all because they threw around their financial weight and NOT because they out-engineered or out-innovated AMD.

AMD, in order to remain profitable (remember, only share prices matter in late-stage capitalism), could easily scale down all consumer x86 and consumer dGPU development, shed those entire departments, and just go completely semi-custom, and remain profitable, sell off their IP/patents, and the shareholders would be just as happy.
I would like to see where are you pulling those 800% and 650% numbers.

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.
 
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Huawei is not a customer anymore so it's likely 1) Apple 2) Intel/Qualcomm 3) Qualcomm/Intel
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New slide about TSMC's customers. How accurate are these shares, who knows? I've added the translation on the pic.
6a0120a5580826970c0282e138c3fd200b.jpg
 

imhop

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You do know that Pat didnt say 'we wont do business with TSMC because they are in an unstable country", right? He said taiwan is an unstable country (because it is, china's saber rattling has got everyone's attention, and after afghanistan dependance on american military projection is looking awfully shakey) and that america should be investing more into building american foundaries so they are not dependent on china for their chips in the event of a chinese takeover of taiwan. Since TSMC recieves notable investment from the taiwanese government, pat suggested america should do the same with intel.

I know nuance is hard to understand, but do try to read a little more closely next time.
How did you come with the conclusion with "that america should be investing more into building american foundaries so they are not dependent on china for their chips in the event of a chinese takeover of taiwan". He just literally said Taiwan is an unstable country. Nothing else and nothing more. And now he is going to visit them.
 
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