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>TSMC will win What do they win? More maket share, more revenue, more profits, better margins, competitors goes out of business? I know very little about this

>TSMC will win What do they win? More maket share, more revenue, more profits, better margins, competitors goes out of business? I know very little about this industry, but is the market big enough for all players to 'win'?

dragontamer 5y ago
> What do they win? More maket share, more revenue, more profits, better margins, competitors goes out of business? https://www.reuters.com/business/intel-details-mixed-source-chip-strategy-tsmc-partnerships-2021-08-19 https://www.reuters.com/business/intel-details-mixed-source-... > Intel said Thursday its "Alchemist" graphics chips will be made by TSMC using the latter's newly named "N6" chipmaking technology, an upgraded version of its "N7" technology. I mean, I guess they're already "winning". Intel's own chip-making group has begun to use TSMC. Hopefully Intel can figure something out about what its like to be a customer, so maybe they can be a better supplier? But yes: customers, market share, and knowledge. By having more customers, TSMC can perform more experiments on more leading edge nodes, like 3nm or smaller.