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posted by martyb on Friday November 30 2018, @03:25AM   Printer-friendly
from the making-a-big-deal-out-of-small-things dept.

For more than 30 years, Intel Corp. has dominated chipmaking, producing the most important component in the bulk of the world’s computers. That run is now under threat from a company many Americans have never heard of.

Taiwan Semiconductor Manufacturing Co. [TSMC] was created in 1987 to churn out chips for companies that lacked the money to build their own facilities. The approach was famously dismissed at the time by Advanced Micro Devices Inc. founder Jerry Sanders. "Real men have fabs,"[*] he quipped at a conference, using industry lingo for factories.

These days, ridicule has given way to envy as TSMC plants have risen to challenge Intel at the pinnacle of the $400 billion industry. AMD recently chose TSMC to make its most advanced processors, having spun off its own struggling factories years before.

[*] "fab" is shorthand for Semiconductor fabrication plant.

https://www.bloomberg.com/news/articles/2018-11-28/intel-s-chipmaking-throne-is-challenged-by-a-taiwanese-upstart


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  • (Score: 1, Insightful) by Anonymous Coward on Friday November 30 2018, @03:43AM

    by Anonymous Coward on Friday November 30 2018, @03:43AM (#768134)

    Intels new thing is to give up on cpus altogether and make it look stragic:

    ...what's inside is no longer just that CPU, but it’s accelerators like FPGAs, it’s AI chips and functionality, it's ethernet, it’s silicon photonics. It's how we define what Intel Inside actually means and where it goes is much more expansive today.

    So, the short answer is we have a roughly $320 billion TAM today, not a $50 billion TAM. We don't really define ourselves as having 90% market share. We more define ourselves as having a market share of a much bigger TAM in the 25% range and the core fundamental IPs that we think are well-positioned to capitalize on this explosion of data.

    https://seekingalpha.com/article/4224840-intel-corporation-intc-management-presents-credit-suisse-22nd-annual-tmt-conference [seekingalpha.com]

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