Question [Toms] TSMC hiking prices

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Doug S

Platinum Member
Feb 8, 2020
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Which means the node is getting more expensive rather than cheaper.

But that's only due to a temporary supply imbalance, it is not because the nodes are costing TSMC more to produce it is because TSMC is able to capture bigger margins.

It has no meaning as far as Moore's Law.
 

TheELF

Diamond Member
Dec 22, 2012
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Intel pouring billions of dollars into TSMC for the capacity. Intel has to rely on TSMC for the GPUs for next 3-4 years at least until they complete expansion of their own fabs.
* some of their gpus.

All of their gaming GPUs will be external (tsmc) though.
Intel-4_26.jpg
 

jpiniero

Lifer
Oct 1, 2010
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Intel pouring billions of dollars into TSMC for the capacity. Intel has to rely on TSMC for the GPUs for next 3-4 years at least until they complete expansion of their own fabs.

You mean after they paid the (billion dollar?) penalty for Auruora because 7 nm is way behind schedule.

* some of their gpus.

That's an obsolete slide. The Xe HP was cancelled a long time ago.
 

jpiniero

Lifer
Oct 1, 2010
14,410
5,119
136
I don't think Intel crapping its bed changes the pricing at TSMC (unless you are taking IFS 2.0 this seriously now already).

It greatly increased demand for Intel's competitor's products (read: AMD and ARM products to begin with). They were going to lose the Apple PC business regardless but had they not screwed up 10 nm Intel might have been able to keep the modem contract instead of Apple going back to Qualcomm. Now Intel is spending a boatload of money at TSMC too.