3 ms·

>why intel hadn't been actively fabbing chips for other customers Intel foundry have to be a pure play in order to win customers trust. Apple move away from Sa

>why intel hadn't been actively fabbing chips for other customers Intel foundry have to be a pure play in order to win customers trust. Apple move away from Samsung and now a core customer of TSMC, trust is an issue.

meepmorp 6y ago
Is that for IntelFoundaries giving newer process node capacity preferentially to Intel, or corporate IP theft reasons? Or something else I hadn't considered.
- ksec 6y ago
  >or corporate IP theft reasons This. It is the reason why Apple dont Fab their SoC with Samsung Foundry.
  - jerrysievert 6y ago
    not all things that need to be fabbed are cpu/gpu components though, there are plenty of other things that need fab space.
    - ksec 6y ago
      That was in the context of parents point of Apple / Samsung or Intel / Nvidia and AMD. If you have no direct competition with them then of course you can Fab with Samsung.
  - Marsymars 6y ago
    Has something changed since Apple fabbed the A9 with Samsung?
    - macintux 6y ago
      Did they? I see reports at the time claiming that would be the case, but more recent sources indicate it never happened, that TSMC has been Apple's sole supplier since 2015.
      - rubatuga 6y ago
        No, there were two chips in the iPhones and one had significantly worse battery life
    - ksec 6y ago
      That was around the time when Apple has started to look at their SoC as a competitive advantage. Before then TSMC wasn't even a name Mainstream Media would report or use. But moving foundry takes a very long time and planning. You are talking about ~150M unit of leading edge node( excluding Intel ). TSMC also had to bet and build a new Fab just for Apple. And the rest is history. Samsung talked about Firewall between Samsung Electronics and Foundry, but knowing the Korean culture and Samsung, that wouldn't be much of a good idea. I would even bet Foxconn CEO Terry Gou had a few word of advance to his friend Tim Cook.

meepmorp 6y ago

Is that for IntelFoundaries giving newer process node capacity preferentially to Intel, or corporate IP theft reasons? Or something else I hadn't considered.

ksec 6y ago
>or corporate IP theft reasons This. It is the reason why Apple dont Fab their SoC with Samsung Foundry.
- jerrysievert 6y ago
  not all things that need to be fabbed are cpu/gpu components though, there are plenty of other things that need fab space.
  - ksec 6y ago
    That was in the context of parents point of Apple / Samsung or Intel / Nvidia and AMD. If you have no direct competition with them then of course you can Fab with Samsung.
- Marsymars 6y ago
  Has something changed since Apple fabbed the A9 with Samsung?
  - macintux 6y ago
    Did they? I see reports at the time claiming that would be the case, but more recent sources indicate it never happened, that TSMC has been Apple's sole supplier since 2015.
    - rubatuga 6y ago
      No, there were two chips in the iPhones and one had significantly worse battery life
  - ksec 6y ago
    That was around the time when Apple has started to look at their SoC as a competitive advantage. Before then TSMC wasn't even a name Mainstream Media would report or use. But moving foundry takes a very long time and planning. You are talking about ~150M unit of leading edge node( excluding Intel ). TSMC also had to bet and build a new Fab just for Apple. And the rest is history. Samsung talked about Firewall between Samsung Electronics and Foundry, but knowing the Korean culture and Samsung, that wouldn't be much of a good idea. I would even bet Foxconn CEO Terry Gou had a few word of advance to his friend Tim Cook.