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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%)
 
fansink said:
Will you share your recent report.

SSWAG, AMD (~9%) is in third place behind Apple (~21%) and Nvidia (~13%)
Click to expand...
So I can't give details as it is a report people pay for. But the summary is:

2024 Reported by others on internet: Apple, nvidia, AMD, Intel, Mediatek, Qualcomm, broadcom
The report I got in January for 2024 total (rough numbers): Apple 25%, Nvidia 12, Broadcom 7%, Qualcomm, AMD, Intel around 5-6% each (obviously Intel grew in 2H)
For 2025 it was expected to be Apple, Nvidia, Broadcom, Intel, AMD, Qualcomm.

Two big sources of error unless TSMC tells us the answer:
Broadcom make parts for other people... How does the share get shown (By broadcom or end customer)? it was different from different research companies.
Nvidia: huge growth, long lead times. Example: Its hard to model whether blackwell is Q1 or Q3 2025

Pricing also adds noise. I once was consulting for 3 companies using TSMC (Small, medium, and huge).... Same technology, Wafer Prices were not even close to each other LOL.
 
MKWVentures said:
So I can't give details as it is a report people pay for. But the summary is:

2024 Reported by others on internet: Apple, nvidia, AMD, Intel, Mediatek, Qualcomm, broadcom
The report I got in January for 2024 total (rough numbers): Apple 25%, Nvidia 12, Broadcom 7%, Qualcomm, AMD, Intel around 5-6% each (obviously Intel grew in 2H)
For 2025 it was expected to be Apple, Nvidia, Broadcom, Intel, AMD, Qualcomm.

Two big sources of error unless TSMC tells us the answer:
Broadcom make parts for other people... How does the share get shown (By broadcom or end customer)? it was different from different research companies.
Nvidia: huge growth, long lead times. Example: Its hard to model whether blackwell is Q1 or Q3 2025

Pricing also adds noise. I once was consulting for 3 companies using TSMC (Small, medium, and huge).... Same technology, Wafer Prices were not even close to each other LOL.
Click to expand...

Thanks So Much, That's Awesome :love:
 
fansink said:
FY 2024 external foundry revenue was $384M (10-Q).
Click to expand...

Sooner or later, Intel must make a decision about the Intel Foundry for external customers business approach. Financial discipline and business justification must be the most important guiding principles.
 
hist78 said:
Sooner or later, Intel must make a decision about the Intel Foundry for external customers business approach. Financial discipline and business justification must be the most important guiding principles.
Click to expand...

Intel's FY23 external foundry revenue was $953M, FY24 was $384M, 1Q25 was $31M
 
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...

Lip-Bu may have some disruptive ideas but I doubt TSMC is going to share much technology with Intel. I see no upside for either company there. I'm sure TSMC will include Intel into the Open Innovation Platform partnership alliances if asked but we all know that is more show than tell: https://www.tsmc.com/english/dedicatedFoundry/oip
 
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