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Intel-TSMC Collaboration Possibilities: Advanced Packaging, Standards, and More Beyond Product Purchases

fansink

fansink

Well-known member
Excluding product purchases, potential Intel-TSMC collaboration could involve advanced packaging, industry standards, capacity sharing, policy alignment, or workforce training.

These areas respect TSMC’s clear boundaries on JVs and technology sharing, as stated by C.C. Wei on April 16, 2025, while aligning with Lip-Bu Tan’s "collaboration" “win-win” vision from Intel’s April 24, 2025, earnings call.

Occam’s Razor suggests it’s probably just increased orders with better terms. I presume they’re in third place behind Apple and Nvidia.

Comments/Ideas Greatly Appreciated :)
 
fansink said:
Excluding product purchases, potential Intel-TSMC collaboration could involve advanced packaging, industry standards, capacity sharing, policy alignment, or workforce training.

These areas respect TSMC’s clear boundaries on JVs and technology sharing, as stated by C.C. Wei on April 16, 2025, while aligning with Lip-Bu Tan’s "collaboration" “win-win” vision from Intel’s April 24, 2025, earnings call.

Occam’s Razor suggests it’s probably just increased orders with better terms. I presume they’re in third place behind Apple and Nvidia.

Comments/Ideas Greatly Appreciated :)
Click to expand...
TSMC will make the best decision for TSMC and the terms will protect TSMC .... if they do something.

What is the latest take on TSMC revenue by customer .... I havent seen a report in last couple months. Any input @Daniel Nenni

you can do the math on the 10Q and figure out Intel external spending.... But Intel is also using Samsung for chipsets Per @nghanayem so its cloudy.
 
MKWVentures said:
TSMC will make the best decision for TSMC and the terms will protect TSMC .... if they do something.

What is the latest take on TSMC revenue by customer .... I havent seen a report in last couple months. Any input @Daniel Nenni

you can do the math on the 10Q and figure out Intel external spending.... But Intel is also using Samsung for chipsets Per @nghanayem so its cloudy.
Click to expand...

Will you share your recent report.

SSWAG, AMD (~9%) is in third place behind Apple (~21%) and Nvidia (~13%)
 
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