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" ... Looking at Apple, both the latest A14 processors for the iPhone and iPad, and the new M1 chips for the Mac family are based around 5nm architecture. As it stands there are two foundries that are capable of supporting that process… TSMC is one, and Samsung is the other. Currently TSMC is Apple’s exclusive supplier but with Apple moving the entire Mac range over to its own silicon, the choice will be to keep all of the work with TSMC, or bring in Samsung as a second supplier. ... "
" ... On the topic of Intel using TSMC, it is not quite news that Intel already uses foundries for some chips like some chipsets, network accelerators, and some Altera FPGAs. However, Intel wants to expand its capacity at TSMC to be able to manufacture more chips and take advantage of leading process nodes when possible. However, I don’t see Intel actually making much of a move over to TSMC or getting much capacity because TSMC has limited capacity and has to balance that capacity across multiple customers, including Apple, Qualcomm, Nvidia and AMD and even departing customer Huawei. Intel may still look for capacity elsewhere, like Samsung, which is an alternative to TSMC. I honestly do not see Intel getting too much capacity from TSMC. I believe that too many of TSMC’s customers have been Intel’s adversaries for so long that it would hurt their relationship with longer-term customers to give too much capacity to Intel. Intel is never going to fully move over to TSMC, and there’s no way TSMC could handle their capacity, so the reality is that Intel is going to move over to TSMC what it can and need to move over there until Intel gets its 7nm house in order. Fundamentally, Intel and TSMC are still competitors, even if Intel is a TSMC customer, and it isn’t in TSMC’s best interest to cater to them more than any other of their existing customers because Intel is likely to dump TSMC as soon as it can. What is interesting is that I believe the company may try to manufacture the company’s first discrete GPUs at TSMC because it is expected to be leading-node and probably somewhat low-volume, which would lend well to a new chip. Additionally, TSMC has lots of experience manufacturing discrete GPUs for Nvidia and AMD, so TSMC probably has some valuable libraries that could prove useful. ... "
" ... Plus, Samsung has a unique disadvantage. The conglomerate competes with potential clients of its foundry in other areas, like smartphones and processors. Other major foundries, including TSMC, focus solely on its foundry business. ... "
" ... Semiconductor foundries are not startup opportunities. Therefore, the US government’s only options to support US-based semiconductor manufacturing are Intel and Global Foundries. ... "