News Intel To Spend $9.7 Billion On TSMC Outsourcing In 2025: Goldman Sachs

[Admin]

Renowned investment bank believes that Intel might increase its outsourcing to TSMC in 2024 – 2025.

Intel To Spend $9.7 Billion On TSMC Outsourcing In 2025: Goldman Sachs : Read more

 

[Co BIY]

The market is growing so fast that Intel, TSMC and Samsung may not be able to build out fast enough.

Imagine when China and India (as stand ins for all the lower consumption economies) are consuming microelectronics at the same rate as the US and Western Europe. That is a lot of growth.

 

[Amdlova]

With these news amd will be dead...

 

[George³]

Interesting. I wonder if they have been waiting for that chip law money to spend outside the US?

 

[Laika21]

That was the plan, USA will invite TSMC in the land and then hijack+steal their technologies.

 

[Neilbob]

With these news amd will be dead...

If this article is in any way true, and if Intel could snap up enough TSMC capacity to stifle AMD (and other competitors), I'd have to assume (or hope) that they'd be given a bit of a slap for monopolistic practices.

 

[Amdlova]

That was the plan, USA will invite TSMC in the land and then hijack+steal their technologies.

Why need to steal or hijack something from TSMC ? Do you belive the US don't have any tech better than TSMC?

 

[JamesJones44]

If this article is in any way true, and if Intel could snap up enough TSMC capacity to stifle AMD (and other competitors), I'd have to assume (or hope) that they'd be given a bit of a slap for monopolistic practices.

Intel would need significant market share of chip production for the JD or EC to even take a look. Considering Apple (16 billion just last year) would be at the front of Intel in line, I doubt there would be any chance of a "slap" simple because they bought more production capacity than AMD but less than Apple. This isn't even mentioning Nvidia's 7 billion.

9.7 billion from Intel isn't really all that much capacity when you mix in Apple and Nvidia who combine for 23 billion.