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Does TSMC even have the capacity to produce 6nm, 5nm, 3nm etc. for the leading CPU manufacturs AMD, NVIDIA, Apple, and Intel? If not, that's probably good news
by ckastner 6y ago
Does TSMC even have the capacity to produce 6nm, 5nm, 3nm etc. for the leading CPU manufacturs AMD, NVIDIA, Apple, and Intel?
If not, that's probably good news for TSMC's future profit margin, but it's worrisome that there isn't much of an alternative.
It would be great to see Samsung open up its fabs more.
- agloeregrets 6y agoThe world-wide PC market including Intel and AMD totaled about 290 million units last year. 190 million of them were laptops. Apple sold about 200 million iPhones, 70 million iPads and 60 million Apple Watches (and not including other A-series devices such as T2 chips, Apple TV, or HomePod) All of these are split among TSMC’s 10nm and 7nm parts. So it’s fair to say that TSMC with investment in fabs can work on that scale. I’m intrigued that Intel would be chasing the low cost 6nm however.
- gsnedders 6y ago> I’m intrigued that Intel would be chasing the low cost 6nm however. My guess would very much be availability of delivery dates; I would be unsurprised if the first couple years of 5nm was largely sold out, and provided you can deal with the lower density 6nm (which is, after all, primarily just an incremental 7nm improvement with the same design rules, etc.) it allows them to bring it to market sooner.