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Lets look at who "people" are here - TSMC's biggest customers over the last three years: AMD, Nvidia - direct Intel competitors Hi-Silicon - no due to being
by klelatti 5y ago
Lets look at who "people" are here - TSMC's biggest customers over the last three years:
AMD, Nvidia - direct Intel competitors
Hi-Silicon - no due to being based in PRC
Mediatek - based in Taiwan
Which leaves Apple, Broadcom and Qualcomm.
I suspect they will get some business from the last two but Apple clearly have a deep long term relationship with TSMC and have invested a lot into that relationship. Can't see it being easy to get them to move.
Maybe Intel is counting on political pressure to get the big US firms to use them?
- zeusk 5y agoThere's a lot of interest from the big clouds on custom sillicon, I'm sure part of any govt cloud contract could include stipulations for use of sillicon manufactured or atleast verified on the western hemisphere.
- klelatti 5y agoThat's a good point but isn't that just switching from a high margin x86 product to a lower margin Arm based CPU - seems like a defensive measure at best.