hist78
Well-known member
This will happen, TSMC will pass Intel, my guess would be 2025 when N3 is completely dominating the industry in HVM.
Barring any unforeseen circumstances, TSMC's revenue may surpass Intel's in 2022 or 2023.
Array ( [content] => [params] => Array ( [0] => /forum/index.php?threads/tsmc-raises-2022-outlook-to-35-q2-2022-results-earnings-call-transcript.16374/page-2 ) [addOns] => Array ( [DL6/MLTP] => 13 [Hampel/TimeZoneDebug] => 1000070 [SV/ChangePostDate] => 2010200 [SemiWiki/Newsletter] => 1000010 [SemiWiki/WPMenu] => 1000010 [SemiWiki/XPressExtend] => 1000010 [ThemeHouse/XLink] => 1000970 [ThemeHouse/XPress] => 1010570 [XF] => 2021370 [XFI] => 1050270 ) [wordpress] => /var/www/html )
This will happen, TSMC will pass Intel, my guess would be 2025 when N3 is completely dominating the industry in HVM.
Barring any unforeseen circumstances, TSMC's revenue may surpass Intel's in 2022 or 2023.
If rumors of Intel raising prices by 10-20% come true, TSMC will still surpass Intel revenue within a year.
At this rate, Nvidia and AMD will surpass Intel in a few years.During today's earnings conference call, Intel announced that it reduced 2022 revenue forecast from US$76 billion down to $65 ~ $68 billion. It's almost certain TSMC's revenue will surpass Intel's in 2022.
During today's earnings conference call, Intel announced that it reduced 2022 revenue forecast from US$76 billion down to $65 ~ $68 billion. It's almost certain TSMC's revenue will surpass Intel's in 2022.