Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM) Social Stream
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$TSM July Revs: NT$124,558M [up 17.5% y/y]Ro_Patel, published August 13, 2021
YTD Revs: NT$727,259M [up 18.1% y/y]
Rumor: $INTC has purchased the majority of TSMC 3nm node capacity (likely for their new discrete Xe-GPU & 3 server chips - Raptor Lake) thereby blocking $AAPL $AMD & $QCOM
- Intel may become the first to use 3nm nodes!!!
Mass production of Intel's 3nm to begin w/ 4K wafers/month at 18b Fab in 2Q22 then scaling to 10K/month - a yr earlier than expected.
Rumor is that Intel's decision to leverage TSMC's 3nm node was decided before Gelsinger however, Gelsinger has now gone all in & aggressively buying up TSM capacity.
Many were expecting that TSM would be given low-end chips - how will margins be affected w/ TSM fabbing Intel's new & most advanced products??
Separately, AMD x86 CPU Market Share (by Rev) Reaches 15 Year High of 16.9% [Client at 15.8% & Sever at 11.6%]