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> Intel is the only firm that can realistically keep up or out-fab TSMC Samsung? Realistically, Intel needs a route to actually playing at TSMC's game, curren

> Intel is the only firm that can realistically keep up or out-fab TSMC Samsung? Realistically, Intel needs a route to actually playing at TSMC's game, currently they are instead working on paying TSMC to make them chips. Also, nitpick here, but the TSMC problem is that China might roll in tanks, not that China controls it. Realistically speaking, it's a reasonable cause for US millitary involvement if China did. Lol, there's my World War III Shark-jump Theory: TSMC.

onepointsixC 6y ago
Intel's new GPU's need the all the advantages they can get to survive market entry. When Intel's process is ready, shipping, and better then they can switch.
- dathinab 6y ago
  Through don't forget that due to TSCM being overloaded with requests and Intel having their own fabs they can still sell chips for (for them) good prices even if they are worse. In the end getting a CPU is normally more important then getting the best CPU.
- agloeregrets 6y ago
  From a product perspective, totally agree, but from a strategy perspective, Intel getting to a level of beating TSMC is very very far off. Currently they are funding the development of the next chip that will beat them elsewhere. Personally, if Xe production funds TSMC's 3nm node that will be bought out by Apple and AMD then Intel probably should realize that the limited money they will make from GPUs will be dwarfed by the losses from improving their competition.
- fomine3 6y ago
  Just shipping much amount is fine in shortage situation (if lasts until DG2 is released).
MangoCoffee 6y ago
>TSMC problem is that China might roll in tanks TSMC have fab in China and currently building one in the US. TSMC is also opening an expansion in Japan. https://www.reuters.com/article/us-taiwan-tsmc/tsmc-to-raise-9-billion-for-expansion-open-japan-subsidiary-idUSKBN2A91FR https://www.reuters.com/article/us-taiwan-tsmc/tsmc-to-raise... the latest tech is probably going to stay in Taiwan but judging from all the recent moves by TSMC. it look like they are spreading their wings to reduce the risk.
whatever1 6y ago
If China rolls in tanks in Taiwan, then the least of our concerns will be iphone cpu manufacturing. Taiwan is not Crimea, to just look at other way.

onepointsixC 6y ago

Intel's new GPU's need the all the advantages they can get to survive market entry. When Intel's process is ready, shipping, and better then they can switch.

dathinab 6y ago
Through don't forget that due to TSCM being overloaded with requests and Intel having their own fabs they can still sell chips for (for them) good prices even if they are worse. In the end getting a CPU is normally more important then getting the best CPU.
agloeregrets 6y ago
From a product perspective, totally agree, but from a strategy perspective, Intel getting to a level of beating TSMC is very very far off. Currently they are funding the development of the next chip that will beat them elsewhere. Personally, if Xe production funds TSMC's 3nm node that will be bought out by Apple and AMD then Intel probably should realize that the limited money they will make from GPUs will be dwarfed by the losses from improving their competition.
fomine3 6y ago
Just shipping much amount is fine in shortage situation (if lasts until DG2 is released).

MangoCoffee 6y ago

>TSMC problem is that China might roll in tanks TSMC have fab in China and currently building one in the US. TSMC is also opening an expansion in Japan. https://www.reuters.com/article/us-taiwan-tsmc/tsmc-to-raise-9-billion-for-expansion-open-japan-subsidiary-idUSKBN2A91FR https://www.reuters.com/article/us-taiwan-tsmc/tsmc-to-raise... the latest tech is probably going to stay in Taiwan but judging from all the recent moves by TSMC. it look like they are spreading their wings to reduce the risk.

whatever1 6y ago

If China rolls in tanks in Taiwan, then the least of our concerns will be iphone cpu manufacturing. Taiwan is not Crimea, to just look at other way.