Optionshare 選擇幫

 找回密碼
 立即註冊
查看: 1596|回復: 3
打印 上一主題 下一主題

TSMC ecosystem

[複製鏈接]
跳轉到指定樓層
樓主
發表於 2021-9-5 11:35:42 | 顯示全部樓層 回帖獎勵 |倒序瀏覽 |閱讀模式

馬上註冊,結交更多好友,享用更多功能,讓你輕鬆玩轉社區。

您需要 登錄 才可以下載或查看,沒有帳號?立即註冊

x
"One thing that mobile did is it created the scale to the TSMC ecosystem, which was all of the support entities and then it created what I would call intelligent, fabless players that worked with TSMC to get their capabilities to the level that, you know, it became kind of self-reinforcing," said George Davis, CFO of Intel. "We come into the market now in a situation where competitors have the benefit of all of that."
回復

使用道具 舉報

沙發
 樓主| 發表於 2021-9-5 11:36:47 | 顯示全部樓層
TSMC executed perfectly and introduced a new process technology for its clients every year, EDA tool vendors supported these nodes with a new set of tools, mobile SoC vendors churned out new products every year. This is when the ecosystem essentially became self-reinforcing.
回復 支持 反對

使用道具 舉報

板凳
 樓主| 發表於 2021-9-5 11:38:31 | 顯示全部樓層
Delaying a new node by a year or even more is not a big problem for an IDM in normal situations and this has happened to Intel, Samsung, Texas Instruments, and others without causing any significant problems. The problem for Intel is that, given its size, it has to compete against multiple companies at once: AMD, Nvidia, Xilinx, Broadcom and Samsung, just to name a few. And when all these companies can take advantage of the self-reinforcing foundry ecosystem, but Intel cannot, it finds itself in an unfavorable position.  
回復 支持 反對

使用道具 舉報

地板
 樓主| 發表於 2021-9-5 11:43:11 | 顯示全部樓層
Pat Gelsinger wants all of Intel's products to be the best and, to get there, he wants to make them using the most suitable process technologies. But to be able to outsource something to TSMC, its design must be developed using industry-standard tools designed for TSMC's production technologies.  
回復 支持 反對

使用道具 舉報

您需要登錄後才可以回帖 登錄 | 立即註冊

本版積分規則

站長信箱|Archiver|手機版|小黑屋|Optionshare 選擇幫.  

GMT+8, 2024-11-1 07:29 , Processed in 0.019745 second(s), 19 queries .

Powered by Discuz! X3.2

© 2001-2013 Comsenz Inc.

快速回復 返回頂部 返回列表