News Intel Dominates Chip Revenue Forecast, TSMC, AMD, Nvidia Gaining

[Admin]

IC Insight's preliminary forecast for 2020 semiconductor revenue is in, and Intel dominates. But TSMC, AMD, and Nvidia are gaining.

Intel Dominates Chip Revenue Forecast, TSMC, AMD, Nvidia Gaining : Read more

 

[Co BIY]

The strategic implications are a bit confused by combining the fabless companies with those who have fabs but I guess that reflects the market. The double counting of revenue between the designers and their fabs actually means intel is more dominant than this chart would suggest.

Really looks like a big three that can actually produce the chips. This has implications about how fast Intel competitors can grow if they compete with each other for production opportunities and how much of their profits TSMC can lay claim to.

Intel's move to the "low" or mainstream market makes more sense to me now.

Where did Global Foundries go?

 

[JayNor]

"...it might not be easier to score a leading CPU or graphics card any time soon."

general comments indicate that GPUs are harder to get than CPUs.

Intel's entry into the discrete GPU market is happening faster than I expected. They are already shipping DG1 and SG1, sampling Xe-HP and Xe-HPG has been in the lab since mid-summer.

The GPU shortage sets up a situation where Intel's GPUs could achieve higher market share than anticipated... especially since Xe-HPG could be creating even more demands on TSM capacity available to competing GPUs.