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Two questions: Does TSMC have the capacity to support AMD / AWS / Ampere etc making a significant dent in the server market alongside longstanding commitments

• ksec 6y ago
  >TSMC.... TSMC never had capacity problem. Which mainstream media likes to run the story. You dont go and ask if TSMC has another spare 10K wafer capacity sitting around. TSMC plans their capacity based on their client's forecasting and projection many months in advance. They will happily expand their capacity if you are willing to commit to it. Like how Apple was willing to bet on TSMC, and TSMC basically built a Fab specifically for Apple. This is much easier for AWS since they are using it themselves with their own SaaS offering. It is harder for AMD since they dont know how much they could sell. And AMD being conservatives meant they dont order more than they are able to chew. >Given how much they spend on Intel CPUs to what extent is it worth AWS / Oracle etc making low hundred million dollar investments in their own silicon or startups like Ampere just to keep Intels pricing competitive? I am not sure I understand the question correctly. But AWS already invested hundreds of millions in their own ARM CPU called Graviton.