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Staro 05.12.2020., 19:59   #8857
MadBoY
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Taiwan Semi's Growth Accelerates As AMD Gains Steam
Citiraj:
Based on the current growth trends, AMD is likely to surpass Apple in number of wafer starts in 2021 and become TSMC’s largest customer over time.

Despite this Apple’s growth, we expect AMD business to surpass Apple business at TSMC sometime in 2022!

In Q4 2020, AMD, for the first time, may become a 10% customer at TSMC – second only to Apple.
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