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Do all CPUs and GPUs these days involve components made by TSMC? If so, is this unique - that a whole industry of relies on one company?
by ArtTimeInvestor 2y ago
Do all CPUs and GPUs these days involve components made by TSMC?
If so, is this unique - that a whole industry of relies on one company?
- unwind 2y agoAs far as I know, Intel is still very much a fab company.
- microtonal 2y agoArguably that single company is ASML. There are more fabs (e.g. Intel), but AFAIK cutting-edge nodes all use ASML EUV chip fabrication machines?
- Cu3PO42 2y agoIntel still fabs their own CPUs, their dedicated Xe graphics are made by TSMC, though. Nvidia 30-series was fabbed by Samsung. So there is some competition in the high-end space, but not much. All of these companies rely on buying lithography machines from ASML, though.
- Wytwwww 2y ago>Intel still fabs their own CPUs Isn't Lunar Lake made by TSMC? Supposedly they have comparable efficiency to AMD/Apple/Qualcomm at the cost of making their fab business even less profitable
- icf80 2y agowait till china invades
- preisschild 2y agoAs long as Biden wins the election, they won't. Because the US will defend Taiwan.
- BeefWellington 2y agoThe real problem is, any disruption of Taiwan and China's ability to produce and sell semiconductors right now is going to have wide ranging impacts on the economy. If you thought prices were high during pandemic shortages, strap in. It's probably not a coincidence that as soon as the US starts spending billions to onshore semiconductor production, China begins a fresh round of more concrete saber-rattling. (Yes, there's likely other factors too.)
- kfrzcode 2y agoYour crystal ball is intriguing, do you have a whitepaper I can check out to understand the underlying mechanics?
- brokencode 2y agoGood thing TSMC is getting billions of dollars of government subsidies to build fabs all around the world including in the US and Japan.
- pjc50 2y agoThis is probably a lot more common than you might think. How much of an "entire industry", or indeed industry as a whole, relies on Microsoft?