You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
You do realise that you appear to be arguing for TSMC to start engaging in price manipulation in order to raise their margins to a level where Intel becomes a competitive foundry. You're heading into the territory of anti-competitive and cartel behaviour there.
As it is, TSMC is making...
I think you're in danger of losing the plot here using phrases like "TSMC and its customers want to kill Intel".
TSMC is simply trying to run a successful business. As are its competitors. Amongst other things, they're probably far too busy wrapped up in dealing with their own problems and...
The chart was a little misleading even then (this is clearly some time pre-2015).
Samsung and Intel both include significant memory and other business lines at this time. TSMC is pure logic foundry. But then equally the TSMC revenue is split over multiple process nodes and fabs.
But it does...
Not sure what your point is here.
Besides which, TSMC is succeeding because it offers products and services that its customers want. No one is stopping Intel from doing the same. Apart from Intel themselves. Just how is that TSMC's fault ?
I don't think this should be any great surprise. There really was only one way from Samsung's very high smartphone market share - and that's down. Like Nokia, it's also got a comparatively small home market to rely on. Add in cheaper Chinese competition and what we might call "diminishing...
This - your read of Trump's view (which may or may not be correct) - reflects a deluded zero sum game view of the world. The US has made a massive net gain from Taiwan and TSMC's tech industries - what the fabless companies and their customers gained vastly outweighs anything companies like...
With that grasp on reality, she really needs to go into politics.
In the same sentence she confirms that Intel strategy is to sell Altera (IPO in 2026) and claims it isn't !
Is this the same Sanda Rivera who was Intel's "Chief People Officer" (ref recent discussion here of Intel job titles)...
IP theft is still theft, regardless of whether the Chinese company succeeded.
And the fact that the Chinese companies failed is not necessarily a result of these individuals (correlation != causation). Equally, in failing it's possible they changed the market dynamics and cost Samsung profits...
It's a canned press release. He'd say exactly the same whether it was going better than expected or a bit worse. That's how these things work.
He makes no comment or recommendation on whether designers should actually use IFS. And nor should he. It's the same when they talk about TSMC, Samsung...
You can make exactly the same argument in reverse.
If you were the current combined (design + fabs) Intel and had the best tech, why would you offer it to competitors of Intel (design) [on the same terms, costs and schedules] ?
Equally, how much better would Intel foundry need to be vs TSMC...
Of course Cadence and Synopys are backing every [viable] horse in the foundry race. Not least since Intel are paying them significant amounts to do this enablement work. And this sort of development work increases their EDA licence usage (and revenues) whether it results in production silicon or...
Surely (your point #2) this is not great news for Intel in terms of filling 18A capacity if they can only run small[er] tiles for power/yield/cost reasons ? May also lead to more/continued use of TSMC ?
He already has a great compensation package. Would have been spectacular if the stock price hadn't dived under his charge.
Come on, we're engineers. We know it's really 3N4Y at best. Intel 4/3 are really one node with a shrink, as are 20A/18A. And some of these will hardly be used. And it may...
Just don't see it. Gut instinct is that this is a mad idea. The whole industry trend has been to fabless. And Broadcom has done very well from this - indeed the article raves about Broadcom's semi business gross margins, which it estimated at 70%.
Beyond this, I don't see how this moves the...
It might be far more cost effective for the US taxpayer though.
After all, Japan has a far better success record of government backing for industry than the US does. And a pretty good record in manufactuing and fabs. And the stomach for this sort of all-in long term investment (generally...
Reviewing some of these Intel announcements about where it is fabbing its latest products, I get the distsinct sense that TSMC usage is still increasing. And that designs are migrating from Intel foundry plan to TSMC fab.
Perhaps there's not enough data - or enough reliable data - to plot the...
I'm not sure you really understand the purpose and goals of this discussion forum and how it operates.
Or appreciate the fact that there are many people here who charge way north of $100 for 2 hours who are freely contributing expert insights and expertise. And don't do so for ego-driven or...
