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Raw 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, ab
by wtallis 6y ago
Raw 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are even more tilted in Intel‘s favor if you consider that the foundries do a huge part of their volume business on outdated nodes.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.