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You can reduce that list of Intel competitors to TSMC and Samsung. AMD, Apple, and Qualcomm are TSMC customers.
by xcv123 2y ago
You can reduce that list of Intel competitors to TSMC and Samsung.
AMD, Apple, and Qualcomm are TSMC customers.
- Out_of_Characte 2y agoThe industry has always been kind of monolithic. I'm not sure you can count qualcomm as a competitor just yet. competing means being in the same market. Laptop, desktop and server have all been categories that havent seen anything other than x86 for a long time.
- xcv123 2y agoQualcomm makes CPUs. That's what is relevant here.
- deleted 2y ago[deleted]
- EVa5I7bHFq9mnYK 2y agoArm servers, such as gravitons and ampere altras, blow x86 out of the water right now.
- tambourine_man 2y agoTSMC does not design the chips. Who knows what percentage of the responsibility is due to manufacturing or design?
- xcv123 2y agoThis news is about a manufacturing issue.
- monocasa 2y agoThe oxidation is. The choice of voltage scaling is not.
- tambourine_man 2y agoI'd wager it's not that easy to separate these two, especially when voltage is dynamically regulated. If it's a Zeiss lens imperfection, a broken ASML machine, water or silicon impurity, etc, what matters to the customer is the final product you're buying.
- lallysingh 2y agoGoes GlobalFoundary (AMDs old fab) still count, or are they too irrelevant?