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As others pointed out, they both do a lot of volume. But TSMC are ahead at the leading edge. Complete speculation, but I would guess this is mostly due to Appl
by TheTon 5y ago
As others pointed out, they both do a lot of volume. But TSMC are ahead at the leading edge.
Complete speculation, but I would guess this is mostly due to Apple. Apple wants the best process and they’re able to pay for it. Further, Apple is mistrustful of Samsung so they were happy to drop them and switch to TSMC.
I think this highlights the difficulty Intel will face. Samsung’s foundry is independent from Samsung’s phone business, and I don’t think anyone has alleged otherwise. But even if Intel does manage to keep its two sides at arms length, will that be enough to attract business from competitors like Apple and AMD? I’d guess no.
- klelatti 5y agoAgree 100%. Three issues: - Do other firms trust Intel with their IP? Apple has a new feature for their next generation - Intel quickly becomes aware of this and this information leaks into Intel's product plans. - Is Intel a reliable foundry partner? TSMC have a 30+ year track record, Intel have none as a third party foundry. Will they change their strategy again? - Will other firms get a fair prioritisation of resources in the fabs? Or will Intel's own products be favoured?