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>TSMC is also not stupid. It's better for them for their customers to compete It depends how much money is involved. I don't think TSMC, nor any business is th
by BuckRogers 5y ago
>TSMC is also not stupid. It's better for them for their customers to compete
It depends how much money is involved. I don't think TSMC, nor any business is the master chess player you're envisioning, losing billions to instead worry about AMD's woes. But rather consider AMD's troubles as something they'll have to sort out on their own in due time. They're on their own.
Now, AMD and TSMC do have a good relationship. But large infusions of wealth corrupt even the most stalwart companions. This is one of those things that people don't need to debate, we'll see the results on 3nm. At a minimum, it looks like Intel is going to push AMD out of TSMC's leading nodes. There's no way to size this up as good news for AMD.
>If Intel uses TSMC's fabs, TSMC makes money and uses the money to improve TSMC's process which AMD does use.
TSMC is going to make money without Intel anyway. Choking AMD may not be their intention, but it's certainly a guaranteed side effect of it. Intel makes so much product that they are capable of using up their own space, and others. And now the GPUs are coming. Intel makes 10-times the profit AMD does per year. If AMD didn't have an x86 license, no one would utter these two companies names in the same sentence.