‘TSMC to build factory for exclusive production of Intel chips on 3nm process’ – Computer – News

Exactly what is described in the article is going on:

-Apple always had its own fabs at TSMC,
-AMD and Mediatek already decided more than 5 years ago to purchase 3nm from TSMC, so TSMC has also planned a (piece of) a fab for that customer a long time ago,
-Intel has now paid in advance and will also get its own fab.

There is no competition for capacity among customers. That would be idiotic because that would mean TSMC is selling less than they could.

If you’re the only one who can pick blades of grass, and you live next to a meadow. And you can sell them for one euro each, you pick 100 per month and you sell 50 per month to two customers each. But there is a 3rd customer who also wants 100 per month, then it is total nonsense to claim that the third ensures that the first two receive less, and that you will only supply 50% of the market demand because you customers fight each other out of the tent. Your shareholders will never accept that.

For EUV capa, it doesn’t matter at all whether the machines go to Intel Chandler and make Intel chips there, or to TSMC Hsinchu and they make Intel chips there.

If there’s a typhoon or flood, that’s what happens somewhere. Apple’s TSMC factory blows over; then Apple has had big bad luck; and the checking; billions or not. Really and truly. Why? Apple has its own process at TSMC; Apple’s design is most likely not going to work on Intel/AMD processes.

Will Intel’s TSMC factory collapse? Is Intel really unlucky? And you can bet that they will get zero if they start claiming AMD’s capacity. Own fab is own fab.

Will the factory of AMD and Mediatek and pieces of Qualcomm and Nvidia blow over? AMD has bad luck.

Does anyone want extra capacity on top of what they have already ordered? And they have to pay extra in advance.

AMD is a growing market for TSMC, and is stuck in the monopoly of TSMC. So pay a good price.

Intel is (if we are to believe Intel’s process PR) a short-peaked market for TSMC, and all the time threatens that they can and will move production to in-house as well. And claim that that’s why they want to pay less than AMD. Hope nagging for TSMC. Intel is actively trying to take customers from TSMC, and both are competing for the same employees in Arizona.

So if there is whining, you think actually that AMD gets the short straw? It is much more lucrative for TSMC to sell to AMD than to Intel.

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