It is often said that Apple is the first customer for TSMC, the world's largest semiconductor factory (contract manufacturing).It has been reported that Intel has increased the amount of transactions with TSMC, aiming to be the top three of all customers in 2023.
It has been reported many times that TSMC treats Apple specially.For example, in the world -world semiconductor shortage, TSMC raised the price of chip production to other customers up to 20 %, but only 3 % of the A series chips mounted on the iPhone.
By the way, Taiwanese industry information magazine Digitimes has released customer rankings in TSMC sales.According to it, the transaction value with Apple is 25.It is said to be 93 %.Last year (2020) TSMC sales were $ 45.51 billion (about 5.2 trillion yen), so Apple's share was (about 1.3 trillion yen).The second place is MediaTek 5.8%, the third place is AMD 4.It is 4 %.
And Intel is also on the customer list, but 0.Only 84 %.In his own technology, the process rule (minimum processing dimensions of the chip) is delayed, and that the 14th generation Core processor "Metor Lake" will have to rely on TSMC to launch in 2023.It is.
However, with the low transaction amount, it is unlikely that Intel will be assigned to TSMC a cutting -edge 3nm manufacturing line.Therefore, there have been rumors that the company is planning to talk with TSMC to avoid collisions with Apple and 3nm process manufacturing, but then Pat Gers singer CEO will actually visit Taiwan on the night of the 13th.I have a statement.
According to Digitimes, Gersinger meets TSMC and executives and negotiates not only the 3NM production line but also a large -scale order contract in the future.The two companies are planning to partner up to 2Nm after 2025, and have been reported by industry officials that Intel is expected to be TSMC's top three customers after 2023.
If the cooperation that has stepped so far is assumed, the 3nm chip production line to Intel will increase the religion.
Mr. Gelsingger complains that "Taiwan is geopolitically unstable," he needs to build a semiconductor factory in the United States (for that reason, the aim of withdrawing subsidies from the U.S. government), and he controls TSMC.Sometimes the remarks were controversial.I would like to keep an eye on the bargaining between Intel and TSMC, which are both cooperation and rivalry.
Source: Digitimes
VIA: Phonearena