SMIC only generated 9% of its revenue from its "newer" 14nm/28nm processes -- which are old by TSMC's standards -- and the rest from even older processes. According to unnamed sources, TSMC doesn't consider Intel a long-term customer and is, therefore, unlikely to build additional fabrication capacity to meet the contracts. You will receive a verification email shortly. He decided to use Intel's Core i9-10900K processor and compare it to AMD's Ryzen 9 3950X under a scanning electron microscope (SEM). The sources said that TSMC sees itself more as a "rescuer" than a long-term supplier. I know that X-rays can be/are produced during this, but i thought this works by reflection and refraction of electrons... huh. Some capacity will free up from the falling out of the TSMC-Huawei collaboration in September, so it wouldn't come as a surprise to see Intel jumping at the opportunity. New York, TSMC shares are up 8.2% pre-market, continuing to benefit from Intel… Receive mail from us on behalf of our trusted partners or sponsors? China's state-backed funds also recently boosted their investments in SMIC's Shanghai plant. Nevertheless, TSMC's 7nm capacity is already quite booked, with the likes of AMD, Nvidia and Apple taking up much of the fabrication capacity. This is very interesting. His wheelhouse includes cloud, IoT, analytics, telecom, and gaming related businesses. TSMC and SMIC both stopped accepting chip orders from Chinese tech giant Huawei in response to U.S. sanctions earlier this year. It's always the marketing that has to make things more complicated and confusing. Samsung directly competes against TSMC and SMIC by producing chips for fabless chipmakers, while Intel mainly produces its own first-party chips. TSMC manufactures some of its lower-end chips in China, so American chipmakers like Qualcomm could shift some of their production within China from SMIC to TSMC in response to the new sanctions. SMIC is China's largest chip foundry, but it's tiny compared to TSMC, which generated over eleven times as much revenue last year. Samsung directly competes against TSMC and SMIC by producing chips for fabless chipmakers, while Intel mainly produces its own first-party chips. If the difference in node pitch is so tiny, this just means that AMD's desktop designs are just this much better than Intel's desktop (power and performance per area), and that Intel is still ahead in laptops and possibly servers once IceLake-SP is released. SMIC also remains far … SMIC's most advanced foundries can only manufacture 14nm chips, putting it two full generations behind TSMC, which started producing 10nm chips in 2016 and 7nm chips in 2017. At the moment, it’s hard to tell whether TSMC will fab just the Ponte Vecchio HPC GPUs or consumer Xe GPUs as well, but 180K seems a bit too much for the HPC market. The sanctions against Huawei already cost SMIC a fifth of its revenue, and it will lose even more revenue if American chipmakers pull their orders. AMD is the world's second-largest maker of x86 CPUs after Intel, and ranks second in the discrete GPU market after NVIDIA. These + suffixes improve the power gradient for Intel at each incremental stepping, so the benchmark should continue on with transistor switching benchmarks, imho. TSMC reportedly won't be creating additional capacity to meet Intel's needs, which could mean the continuation of Intel shortages continue for quite some time. SMIC claimed it wasn't notified about those new restrictions, and declared it "has no relationship with the Chinese military and does not manufacture for any military users." AMD GPU gamers only - your opinion on AMD drivers? Cumulative Growth of a $10,000 Investment in Stock Advisor, TSMC's Biggest Chinese Rival Gets Slammed by U.S. Sanctions @themotleyfool #stocks $TSM $SMIC.Y $QCOM, 5 Things Taiwan Semiconductor Manufacturing Just Said About 5G. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. This is why GloFo should have stayed the course. replacement thermal pads/paste for laptop vrms? Those longer-term headwinds could easily cancel out any near-term tailwinds from the sweeping sanctions against SMIC -- which merely exacerbate trade tensions between the U.S. and China. Thank you for signing up to Tom's Hardware. Leo is a tech and consumer goods specialist who has covered the crossroads of Wall Street and Silicon Valley since 2012. As per sources, Intel has already reached an agreement with TSMC wherein the latter will reserve a significant chunk of its upcoming 6nm capacity for the former. Understanding AMD and TSMC's businesses. Note that TSMC does already build some chipsets and FPGAs for Intel. Compare that to AMD's best, a Ryzen 3000 series processor based on Zen 2 architecture, which is built on TSMC's 7 nm node, and you would think AMD is in clear advantage there. So even if TSMC absorbs all of SMIC's U.S.-based orders, it wouldn't offset its recent loss of Huawei's orders. 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Although there are reports of Intel placing orders at TSMC to fabricate their chips, a DigiTimes report today points to the partnership a temporary one. Nonetheless, shares of TSMC (NYSE:TSM), SMIC's larger Taiwanese rival, immediately surged on the news. In other news for the pure-play foundry, Economic Daily News says Apple is setting up a display tech R&D plant within TSMC. By comparison, TSMC generated 36% of its revenue from its top-tier 7nm chips last quarter. Follow him on Twitter for more updates! But citing "military use" as a justification for those sanctions seems weak -- especially since SMIC mainly manufactures low-end to mid-range chips for consumer electronics instead of high-end military hardware. Huawei accounted for 14% of TSMC's revenue and about 20% of SMIC's revenue last year. See you at the top! While these are not much different, TSMC's node is still much denser compared to Intel's - TSMC's 7 nm produces chips with a transistor density around 90 MT/mm² (million transistors per square millimeter), which is comparable in density to Intel's 10 nm node used on recent mobile processors. 6nm is expected to deliver a … Looks like we have a long way to go still then, if we're actually at around 2xnm rather than something much smaller... We are at a point when advances diminishes and price increases exponentially with each silicon node shrink.
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