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Staro 18.08.2021., 21:19   #4911
The Exiled
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TSMC Wafer Wars! Intel versus Apple!
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The big fake news last week came from a report out of China stating that TSMC won a big Intel order for 3nm wafers. Bob Swan signed the N3 deal with TSMC due to the delays in Intel 10nm and 7nm to motivate Intel manufacturing to get those processes out as planned. TSMC then increased CAPEX to build the additional N3 capacity required to satisfy the Intel wafer agreement. To be clear, wafer agreements are signed 2-3 years before the chip makes it into HVM and TSMC can build fabs faster than that so there will be no N3 shortages for anyone who signed a wafer agreement (apple, AMD, NVIDIA, QCOM, etc…).
Izvor: SemiWiki
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Autor sti Pregled postova
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Autor The Exiled Pregled postova
AMD ove godine postaje TSMC-ov drugi najvažniji klijent, odmah nakon Applea, a ovi uredno financiraju TSMC-ov R&D, jer svake godine žele novo, a nakon toga AMD i ostali imaju provjereni recept.
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Zadnje izmijenjeno od: The Exiled. 18.08.2021. u 21:45.
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