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Bloomberg’s reference to “The World” may be at least the 63% that are ~democratic, but likely includes a fair number of authoritarian countries that worry about their sovereignty from China’s growing expansionism.
TSMC's N3 process to enter mass production in September, and the initial yield performance will be better than the initial stage of the 5nm N5 process.
Does anyone recall what the initial 5nm HVM yield was?
I’m surprised, given the recent news about U.S. further limiting China’s access to tools necessary for 14nm process nodes.
In addition the U.S. CHIPS Act specifically bars companies that receive federal funding from “materially expanding” production of chips more advanced than 28...
Other than the fighter jet’s flight time being limited to the time it takes for attached blue-ice pack to melt.
Without a doubt, in fact, TSMC’s TTM revenue may surpass INTC’s by the end of 3Q22.
By the end of 2Q22, INTC TTM revenue is $73.2B (19.2+20.3+18.4+15.3), while TSMC TTM revenue is $66.3B (14.9+15.7+17.5+18.1).
By the end of 3Q22, I estimate, INTC TTM revenue is $69.5B (20.3+18.4+15.3+15.5)...
After taking the average monthly exchange rate (from daily closing prices), and converting TSMC’s reported monthly revenue, using theses average daily exchange rates, FY21 revenue is TW$1.587T (US$56.829B).
Using the same average daily exchange rates, TSMC’s 1H22 revenue is TW$1.025T...
TSMC’s FY21 revenue was TW$1.59T (US$53.04B).
If TSMC’s FY22 revenue is 35% greater than FY21, their FY22 revenue will be TW$2.14T (US$71.60B).
In order for TSMC to reach a TW$2.27T (US$76.0B), their FY22 revenue growth rate would need to be 43.3%.
So, unless TSMC’s stated “mid-30’s percent”...
Pat Gelsinger has financial fiduciary responsibilities, and if Intel’s fabrication problems will result in significant financial distress, and if Pat has a reasonable fabrication alternative, such as TSMC, Pat is dutybound to procure such alternatives.
It seems like the best solution may be to have TSMC just make all the parts, since they are making everything else but the CPU tile, then Intel could release Meteor Lake closer to the original schedule, instead of a year later.
Thank you for that clarification.
I understood that Meteor Lake was supposed to be released by Intel around 1-2Q23, and that TSMC would be providing the 3nm GPU and 4nm SoC LP tiles, while Intel was to supply the 4nm CPU tile.
If that were true, TSMC would need to start fabricating those tiles...
Can you please clarify.
Are you stating that if Intel causes a production gap at TSMC that Intel will not be financially responsible, or are you saying that such production gap will be filled by others, negating Intel’s financial responsibility, or something else?
Ultimately, how do you think...