Who are TSMC biggest customers?

As of December 2021, Apple — TSMC’s largest customer — contributed 25.93\% of the foundry’s revenue mostly because the company uses TSMC’s latest, most advanced, and most expensive N5 and N5P nodes for hundreds of millions of its chips.

Does Intel buy from TSMC?

Intel has reportedly bought up a large portion of Taiwan Semiconductor Manufacturing Company’s (TSMC) 3nm capacity to produce a new GPU model for its discrete graphics in the coming years.

What will happen to TSMC if China invades?

So if the PRC invades Taiwan and seizes TSMC, it will be something like a decapitation strike on the global semiconductor market — a big chunk of the world’s most advanced, powerful chips made on the world’s most advanced manufacturing process will instantly stop being available during whatever invasion and transition …

Who are Intel’s largest customers?

But Intel’s biggest customers, including Amazon.com, Apple, and Microsoft, have all begun designing their own chips and hiring outsourced manufacturers to make them. Intel rival Advanced Micro Devices (AMD) Inc., another so-called fabless chip company, has been selling 7nm components for months.

Is Intel 10nm equal to TSMC 7nm?

Intel has seemingly claimed that its 10nm processors can perform better than 7nm TSMC chips, but stands far off TSMC’s perch. This, at least on paper, is far greater than what TSMC offers – with 53 million transistors on its 10nm node, and 96 million transistors on 7nm.

Does TSMC make CPUs?

Intel will reportedly work with TSMC to make CPUs for notebooks and data centers using the 3nm process. TSMC claims that 3nm technology can improve computing performance by between 10\% and 15\% over 5nm tech. The technology also reduces power consumption by between 35\% and 30\%, according to TSMC.

Will AMD be TSMC’s second largest customer this year?

This year, AMD is expected to account for 9.2\% of TSMC’s sales and will be the second largest customer after Huawei’s disappearance. The question is whether, thanks to this, AMD can gain, for example, slightly better conditions or an advantage in the allocation of production capacity over Nvidia.

What if TSMC had more 7nm capacity?

If TSMC had more 7nm capacity online, AMD could have sold more chips and therefore made more money. He acknowledges that AMD can’t quickly move its products away from TSMC, and his call for AMD to move to Samsung “in the future” acknowledges how long it takes to transition designs from one foundry to another, even if I didn’t quote it above.

Can AMD ship hardware at both TSMC and Samsung?

If AMD wanted to ship hardware at both TSMC and Samsung on the future 3nm node, it would need to design one version of a CPU to use Samsung’s gate-all-around FETs (GAAFETs) and one to use FinFETs at TSMC. There are two potential risks in dual sourcing.

What are the risks of AMD’s dual sourcing strategy?

There are two potential risks in dual sourcing. First, AMD would be betting that Samsung and TSMC could both hit its desired clock and power consumption targets. If one foundry had a problem doing so, AMD would have no choice but to lower its goals in order to ship a homogenous product (from a consumer perspective). This isn’t just theoretical.