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Apple - hardly. AMD - no. NVDIA - maybe. Qualcomm - probably.

signatoremo 3y ago
The answer will be: All of them, plus Microsoft, Amazon, Google. TSMC and Samsung can’t meet the demand of those companies. If Intel can be TSMC’s customer then surely AMD can be Intel’s customer, so is Apple. Intel’s foundry business is structured to be separated from its processor business
- throwaway4good 3y ago
  I listed TSMC's biggest customers - and really AMD using Intel foundries? You cannot be serious. The assumption is that there is going to be a lot more demand. Even after cutting China out which is like 1/3 of global demand. The assumption is that will be driven by AI, mostly in data centers. Could be. Otherwise Intel foundry services will face an uphill battle vs. TSMC.
  - signatoremo 3y ago
    Again, Intel is a fierce competitor to TSMC, yet they are also TSMC’s customer. AMD will be the same to Intel if they can’t secure enough volume from TSMC. TSMC’s revenue is like 70 times of Intel’s foundry business. Intel only plans to leapfrog Samsung by the end of this decade. What Intel aim to lead is the process. They plan to introduce 18A by the end of this year, followed by 14A. China will not be cut off from the global market, only at the very high end. Nvidia just recently showcase their latest chips to Chinese market. They will continue to be a main driving force along with the US.
    - j_walter 3y ago
      Intel is a competitor, but not in the same niche. Intel isn't sharing their foundry designs or 18A information with TSMC when they get chips made. AMD will never outsource to Intel...they would be basically giving the keys to the kingdom by doing so. TSMC doesn't have competitors at the chip design level...thats what makes them a perfect foundry.
      - meragrin_ 3y ago
        So you think Intel's foundry business is DOA? If AMD cannot trust Intel, why would anyone else?
        j_walter 3y ago
        Basically yes, but this is the exact reason Apple got away from Samsung making their chips. TSMC is a neutral party with reasons to keep designs secret from other customers. Intel and Samsung have competing products on the market so why would you t
      - signatoremo 3y ago
        > AMD will never outsource to Intel...they would be basically giving the keys to the kingdom by doing so. They will if the alternative is that they lose customers. It’s not like they have a lot of options. Also they can use Intel for less advanced chips. Intel knows full well that their chip competitors will be skeptical. That’s why they announced today that the company will be split into 2 distinct groups - Foundry and Product. Microsoft and ARM join Intel on stage at their foundry event. The chips they have Intel to make are definitely competitors to Intel’s x86 and GPU businesses. That’s what AMD will do unless they get all they want from TSMC or Samsung.
  - meragrin_ 3y ago
    What's unrealistic about AMD using Intel foundries?

The answer will be: All of them, plus Microsoft, Amazon, Google. TSMC and Samsung can’t meet the demand of those companies. If Intel can be TSMC’s customer then surely AMD can be Intel’s customer, so is Apple. Intel’s foundry business is structured to be separated from its processor business

throwaway4good 3y ago
I listed TSMC's biggest customers - and really AMD using Intel foundries? You cannot be serious. The assumption is that there is going to be a lot more demand. Even after cutting China out which is like 1/3 of global demand. The assumption is that will be driven by AI, mostly in data centers. Could be. Otherwise Intel foundry services will face an uphill battle vs. TSMC.
- signatoremo 3y ago
  Again, Intel is a fierce competitor to TSMC, yet they are also TSMC’s customer. AMD will be the same to Intel if they can’t secure enough volume from TSMC. TSMC’s revenue is like 70 times of Intel’s foundry business. Intel only plans to leapfrog Samsung by the end of this decade. What Intel aim to lead is the process. They plan to introduce 18A by the end of this year, followed by 14A. China will not be cut off from the global market, only at the very high end. Nvidia just recently showcase their latest chips to Chinese market. They will continue to be a main driving force along with the US.
  - j_walter 3y ago
    Intel is a competitor, but not in the same niche. Intel isn't sharing their foundry designs or 18A information with TSMC when they get chips made. AMD will never outsource to Intel...they would be basically giving the keys to the kingdom by doing so. TSMC doesn't have competitors at the chip design level...thats what makes them a perfect foundry.
    - meragrin_ 3y ago
      So you think Intel's foundry business is DOA? If AMD cannot trust Intel, why would anyone else?
      - j_walter 3y ago
        Basically yes, but this is the exact reason Apple got away from Samsung making their chips. TSMC is a neutral party with reasons to keep designs secret from other customers. Intel and Samsung have competing products on the market so why would you t
    - signatoremo 3y ago
      > AMD will never outsource to Intel...they would be basically giving the keys to the kingdom by doing so. They will if the alternative is that they lose customers. It’s not like they have a lot of options. Also they can use Intel for less advanced chips. Intel knows full well that their chip competitors will be skeptical. That’s why they announced today that the company will be split into 2 distinct groups - Foundry and Product. Microsoft and ARM join Intel on stage at their foundry event. The chips they have Intel to make are definitely competitors to Intel’s x86 and GPU businesses. That’s what AMD will do unless they get all they want from TSMC or Samsung.
- meragrin_ 3y ago
  What's unrealistic about AMD using Intel foundries?