The TSMC customer list shows that Apple accounts for a quarter of its revenue

The list of TSMC customers shows that Apple generates just over a quarter of the chipmaker’s revenue, with 25.9% – with no other company reaching double digits.

Bloomberg i Digitimes data show that TSMC’s second largest client is MediaTek, with 5.8%. All other clients are below 5%.

However, things could change, as Intel places far larger orders with TSMC as it moves from chip makers to more chip designers. The technical leadership of the Taiwanese chipmaker is so great that it would be difficult for Intel to compete with TSMC’s production capabilities – despite the noise of the American company.

It can be expected that the cooperation between Intel and TSMC will last at least 2nm generation after 2025. It is a question of profitability and the goal of recovering market share. For TSMC, after 2023, Intel has the opportunity to become the top three customers and become one of the main sources of profitable growth each year […]

For Intel, if it uses TSMC’s foundry for production, even though it loses face, it can gain a real advantage. Shortcuts are needed to quickly eliminate the crisis of process delays and lack of capacity, and significantly reduce production costs. Faced with competition from AMD, NVIDIA and other rivals, its competitiveness will be significantly improved by using TSMC for production.

Intel hopes to capture the global demand for chips that has exploded in recent years. In addition to the advantages in process technology, Intel also has packaging technology. It has announced a number of customer releases, including AWS as the first user to adopt IFS packaging solutions.

Intel initially responded to the enormous scale of Apple’s leadership by claiming it could bring back the Mac business.

“Apple has decided that they can make a better chip than us,” said Intel CEO Pat Gelsinger during an interview with Axios on HBO. “And, you know, they did a pretty good job.”

“What I have to do is make a better chip than they can do themselves. I hope that in time I will regain this part of their job, as well as many other jobs. “

Mr.elsinger he later said that Intel could (somehow) beat Moore’s law and overtake Apple.

“Today, we predict that we will keep or even go faster than Moore’s law in the next decade. “We, as the governors of Moore’s Law, will be relentless on our path to innovation.” […]

However, Gelsinger seems to be playing a little fast and relaxed with the definition of exceeding Moore’s Law, referring to “a processor that could consist of several slices of silicone built into one package.” So then stacking the chips instead of doubling the number of transistors on them.

Photo: Laura Ockel / Unsplash

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Naveen Kumar

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