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> “If Intel can get back to a two-year node cadence with 2x density improvements around mid-decade they can be roughly at density parity with TSMC,” says Jones
by heisenbit 5y ago
> “If Intel can get back to a two-year node cadence with 2x density improvements around mid-decade they can be roughly at density parity with TSMC,” says Jones
A guarded statement indeed. It is hard to see how Intel can catch up on semiconductor technology. At this point of Moore‘s law it is about financial capabilities and while Intel‘s revenues may be still a little bigger than TSMC the semiconductor related part measured in capacity is a third and Intel is not in the top-5.
Intel diverting money from own fabs in order to keep its options open and maintain a tech lead position is telling. Watch what they do not what they tell you.
- MangoCoffee 5y ago>while Intel‘s revenues may be still a little bigger than TSMC the semiconductor TSMC's Q1 2021 revenues is 362.41B Intel's Q1 2021 revenues is 19.67B TSMC market cap @553.16B Intel market cap @229.20B TSMC already surpass Intel. https://www.google.com/finance/quote/INTC:NASDAQ https://www.google.com/finance/quote/INTC:NASDAQ https://www.google.com/finance/quote/TSM:NYSE https://www.google.com/finance/quote/TSM:NYSE
- greenknight 5y agoTSMCs Q1 Revenue was 12.92B USD -- https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2021-04/cf13f8bbe93d30e1c654a8711ca3aa5ebcfdcd39/1Q21Presentation%28E%29.pdf https://investor.tsmc.com/english/encrypt/files/encrypt_file... The 362.41B is in TWD
- MangoCoffee 5y agoah ok. google show b. i assumed its in USD.
- greenknight 5y agoIn any case, in this nanometer war, ASML will come out the victor.
- deleted 5y ago[deleted]
- colinmhayes 5y agoYou actually believed TSMC had more than a trillion dollars of revenue a year?
- specialist 5y ago> it is about financial capabilities Request for future: More about this, please. Since binging on the acquired.fm podcast, I'm becoming more aware of the money side of things. By way of analogy: "Amateurs talk strategy. Professionals talk logistics." I spent my career solving cool problems ("strategy"). While the geeks minding the business and finance stuff ("logistics") faired quite a bit better.