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FuriouslyAdrift
46 days ago
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AMD CEO sees chips from TSMC's US plant costing 5%...
Apple was TSMCs biggest customer (25%) and nVidia is 2nd (12-15%). The bigger thing being that between the two, they lock up most of the bleeding edge process capacity and leave everyone else fighting over older processes.
j_walter
46 days ago
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You are forgetting AMD...they are up there as well (double digits %). Thats how the compete so effectively with Intel.
phkahler
46 days ago
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But leading edge these days is like 15 to 20 percent performance or density. It's not a huge lead any more.
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