Compared to Nvda, TSMC at the moment under appreciated especially after the Intel collapse. AMD, Google have competing products with Nvda but no one gets even close what TSMC can do at scale
The uttermost important thing for semiconductor manufacturing is “yield at scale”. Mass producing these large GPU chips from wafted is extremely difficult. Intel can claim they have all the process nodes ready on paper but it’s a different universe when rubber meets the road in production
Compared to Nvda, TSMC at the moment under appreciated especially after the Intel collapse. AMD, Google have competing products with Nvda but no one gets even close what TSMC can do at scale
happy to hear what are some of attributes you think TSMC stand out more, the manufacturing capacity?
*wafer. I guess in terms of the TSMC, scale economy, counter positioning, branding, process power, switching cost all contribute to its advantage
love it, scale economy is very important at mass production. I have been liking it for years.
The uttermost important thing for semiconductor manufacturing is “yield at scale”. Mass producing these large GPU chips from wafted is extremely difficult. Intel can claim they have all the process nodes ready on paper but it’s a different universe when rubber meets the road in production