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TSMC has some say in the matter. If they view Intel as a competitor and AMD as a long-term customer which would seem rational, why would they blindly auction t
by pengaru 6y ago
TSMC has some say in the matter.
If they view Intel as a competitor and AMD as a long-term customer which would seem rational, why would they blindly auction their capacity to the highest bidder of the two?
Frankly I'm more concerned with Apple's deep pockets continuously monopolizing TSMC production.
- bcrl 6y agoI think Apple is in some ways a better customer for TSMC than AMD is. Apple has far longer lead times than AMD since they're producing a fully assembled system. AMD seems to be short on supply with the launch of every new generation, and it feels like they have been underestimating demand. It's a good problem to have, but difficult to handle without having piles of cash on hand.
- pengaru 6y agoFor TSMC? perhaps. For customers? Absolutely not. I have zero interest in a future where Apple produces the only general purpose computers containing state of the art silicon.
- CameronNemo 6y agoI would think TSMC also wants a diverse CPU design market. The higher competition decreases design margins, leaving more profit margin for the comparatively monopolized fabrication.
- davrosthedalek 6y agoIt would be terrible news if a new CPU/GPU is not in short supply at launch. The short-term short supply generates the long-term short supply :)