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Who would they order from? Keep in mind they are slightly behind Samsung in ic volume. Samsung is #1 and Intel #2. Almost double the volume of TSMC. It takes a
by rgbrenner 6y ago
Who would they order from? Keep in mind they are slightly behind Samsung in ic volume. Samsung is #1 and Intel #2. Almost double the volume of TSMC. It takes a few years to build a new plant.
Literally impossible without a very long term plan... and when it’s over they lose control of their destiny. They can beg TSMC for more chips if they want to meet their sales targets, but maybe they’ll sell to Apple or Nvidia instead.
- sct202 6y agoWhere are you getting that number for Intel? Everything I see has Samsung, TMSC, then Micron as the top in terms of wafer production. Intel is like 1/3 of TMSC which is still alot. https://www.eetindia.co.in/over-half-of-global-wafer-capacity-held-by-five-companies/ https://www.eetindia.co.in/over-half-of-global-wafer-capacit...
- wtallis 6y agoRaw wafer counts aren't particularly relevant here, because you can't really re-tool a NAND or DRAM fab into a competitive logic fab. Based on those numbers, about a third of Samsung's wafer count is logic, putting them slightly ahead of Intel (logic and a bit of NAND). TSMC's wafer count (all logic, AFAIK) is higher than Samsung+Intel, but not all of that is on leading-edge nodes. TSMC 28nm and 16nmFF nodes are going to be sticking around for many years to come.
- MrBuddyCasino 6y agoThe numbers are even more tilted in Intel‘s favor if you consider that the foundries do a huge part of their volume business on outdated nodes. Intel doesn‘t do that. They have many times the capacity of TSMC in their market segment.