Historically I've used market cap as a quick way to compare companies. On that last note, I did wonder about the relative size of the companies. It might be AMD and Qualcom are unable to compete for TSMC's capacity. Rumours suggest Intel is going against Apple for 3nm capacity, since Intel do not plan to regain fab leadership until 2025 with sub 2nm process. They're also using TSMC for parts of Ponte Vecchio, with 7nm and 5nm in use.
First consumer product on 6nm with the impending Arc GPUs. On the flip side, things are certainly are not static. If Samsung's 3nm is competitive and cheaper and/or more available, why not use it? Working with only one partner, just because you've worked with them significantly in the past, is not necessarily the only way forward. Good companies will try to do what is best for them in the future. Like a breakup, we wont know what happened without facts, which are lacking. I think the way the source puts it may be a bit more confrontational than needs be to get the eyeballs in that direction. I'm sure people would be mad at Intel and TSMC if Intel released a 3D cache version of Alder Lake on TSMC N7 like the same week as Zen 3D was released, and it was the exact same process node and technology. If they helped develop it (which Apple probably did for N5 and N3, and AMD for 3D cache) then I think it's fair that they get short term exclusivity. It was Google, TSMC and AMD that together developed the technology that is going into Zen 3D. If TSMC has to prioritize development of one process they will pick the one that will have the most orders (which is probably Apple).Īnyway, AMD have co-developed things with TSMC before. The process node that Apple helped TSMC develop might not be suitable for what AMD wants. Also worth noting that it's not always as simple as one process node being good for all types of chips. I doubt TSMC is giving that same opportunity to AMD at all and additionally there is zero way to pay in more for earlier access otherwise that would be a breach of contract with Apple.Īpple helps TSMC develop their process nodes and as a result Apple gets the benefit of getting it first. Well the problem is it's probably more than just money that is the issue, TSMC for a long time essentially co-designs the next generation process with Apple and puts in contractual benefits due to that.
0 kommentar(er)
