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Must be nice enjoying that pricing power with virtually no competition. This just makes Intel Foundry Services a much more enticing option as a way to play bot

by allie1 4y ago

Must be nice enjoying that pricing power with virtually no competition. This just makes Intel Foundry Services a much more enticing option as a way to play both companies against each other.

sylware 4y ago
they will still use the same tools from ASML. EUV "scanner": $100 millions. High-NA EUV "scanner": half a billion $. Still cheap for the market size though.
metadat 4y ago
Let them exploit their monopoly status while they can, it won't last. Greedy moves like this will only increase the pace of TSMCs fall.
- Throwawayaerlei 4y ago
  Who's going to replace them in the foreseeable future? Intel needs a massive cultural change to become a successful foundry and regain their moving to new nodes mojo. Samsung is too messed up to play this game at TSMC's level. Nobody else it trying now, but that might change if TSMC is indeed being "greedy" vs. passing on their increasing costs. The article talks about the pressure of making new fabs but I can't help but notice inflation is roaring now. I'm also given to understand greed is not part of TSMC's DNA, but that can of course change over time.
  - metadat 4y ago
    Intel might, is US Gov helps fund it.
    - metadat 4y ago
      *if
  - rusticpenn 4y ago
    Samsungs roadmap seems to be fine, where do you see the issues?
    - allie1 4y ago
      They've had many issues executing, and lying about yields and such. Very unreliable.
  - allie1 4y ago
    Intel - until recently, Intel was recycling equipment/retiring old nodes. Now with IFS it's moving toward keeping each node alive and using it for their IFS segment. They've brought back a lot of engineers, and are gaining traction. And they are so hungry they are sacrificing margin to gain market share, completely the opposite of TSMC. Nvidia CEO went on the record saying he would be very open to having Intel build their semis. I bet Apple would as well, no one likes being pushed by TSMC.
    - ksec 4y ago
      That is a very Anti / cynical view of TSMC, to the point I would say it is objectively wrong. >no one likes being pushed by TSMC. That is true. Except TSMC never pushed any one.
      - hulitu 4y ago
        A lot of companies moved production to TSMC to increase profits. Now they pay.
- ksec 4y ago
  It's funny when every material in the supply chain is more expensive, Hiking price becomes Greedy.

by allie1 4y ago

Must be nice enjoying that pricing power with virtually no competition. This just makes Intel Foundry Services a much more enticing option as a way to play both companies against each other.

sylware 4y ago

they will still use the same tools from ASML. EUV "scanner": $100 millions. High-NA EUV "scanner": half a billion $. Still cheap for the market size though.

metadat 4y ago

Let them exploit their monopoly status while they can, it won't last. Greedy moves like this will only increase the pace of TSMCs fall.

Throwawayaerlei 4y ago
Who's going to replace them in the foreseeable future? Intel needs a massive cultural change to become a successful foundry and regain their moving to new nodes mojo. Samsung is too messed up to play this game at TSMC's level. Nobody else it trying now, but that might change if TSMC is indeed being "greedy" vs. passing on their increasing costs. The article talks about the pressure of making new fabs but I can't help but notice inflation is roaring now. I'm also given to understand greed is not part of TSMC's DNA, but that can of course change over time.
- metadat 4y ago
  Intel might, is US Gov helps fund it.
  - metadat 4y ago
    *if
- rusticpenn 4y ago
  Samsungs roadmap seems to be fine, where do you see the issues?
  - allie1 4y ago
    They've had many issues executing, and lying about yields and such. Very unreliable.
- allie1 4y ago
  Intel - until recently, Intel was recycling equipment/retiring old nodes. Now with IFS it's moving toward keeping each node alive and using it for their IFS segment. They've brought back a lot of engineers, and are gaining traction. And they are so hungry they are sacrificing margin to gain market share, completely the opposite of TSMC. Nvidia CEO went on the record saying he would be very open to having Intel build their semis. I bet Apple would as well, no one likes being pushed by TSMC.
  - ksec 4y ago
    That is a very Anti / cynical view of TSMC, to the point I would say it is objectively wrong. >no one likes being pushed by TSMC. That is true. Except TSMC never pushed any one.
    - hulitu 4y ago
      A lot of companies moved production to TSMC to increase profits. Now they pay.
ksec 4y ago
It's funny when every material in the supply chain is more expensive, Hiking price becomes Greedy.