The question on everyone’s mind is what moves Intel will be making with TSMC. To answer that question we first have to look at what wafer purchases they are making and which nodes they may have chosen. So how many wafers is Intel buying from TSMC, and on what node? SemiAccurate has gotten some reliable figures on that topic it is a pretty big number.
Let us start this out by saying this is a bit more vague than our usual numbers to protect our sources and because some of the details we just can’t verify to our normal standards. This is the long way of saying to double check with your own sources before you make life-altering decisions based on what Intel is doing. That said we have good confidence in what we learned.
Note: The following is analysis for professional level subscribers only.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
Charlie Demerjian
Latest posts by Charlie Demerjian (see all)
- Intel said something important on their Q4/2020 analyst call - Feb 1, 2021
- AMD launches Ryzen 5000 Mobile APUs - Jan 26, 2021
- AMD’s Genoa gets a little clearer - Jan 25, 2021
- Another Intel outsourcing deal comes to light - Jan 20, 2021
- Qualcomm buys Nuvia for $1.4 Billion - Jan 13, 2021