Samgung foundry viability for high performance high volume logic

By: anon (anon.delete@this.anon.com), December 24, 2018 11:26 pm
Room: Moderated Discussions
From https://www.semiwiki.com/forum/content/7682-amat-down-10-p-expected-foundry-spending-slow-down-unexpected.html?s=cdbb184169ffc11431110d4f3373ea6b

TSMC will make more money from AMD than AMD will

We have pointed out in previous articles that TSMC is the dominant partner in the relationship with AMD. AMD needs TSMC more than TSMC needs AMD. Now that the good ship GloFo has been burned to the ground by its 7NM abandonment, AMD has no escape from TSMC island (Samsung is not a viable rescue). TSMC can control AMD's profit margins by controlling their chip supply costs. They can also control AMD's market share by dropping costs to AMD to increase share versus Intel or raising costs to tighten the competition. TSMC is at the controls...


Samsung is asserted to be "not viable" for AMD so matter-of-factly that it must be a common wisdom. I know very little about semiconductor process or market but the announcement of IBM planning to fab its Z and P CPUs with Samsung, I now wonder why it would not be viable for AMD. Is it a process technology issue? Power, performance, other limits? Is it a manufacturing cost or capacity limit? A legal or contractual thing?
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Samgung foundry viability for high performance high volume logicanon2018/12/24 11:26 PM
  Samgung foundry viability for high performance high volume logicDavid Kanter2018/12/25 12:02 AM
    Samgung foundry viability for high performance high volume logicDoug S2018/12/25 01:28 AM
      Samgung foundry viability for high performance high volume logicanon2018/12/25 05:44 AM
        Samgung foundry viability for high performance high volume logicjuanrga2018/12/25 08:05 AM
          Samgung foundry viability for high performance high volume logicanon2018/12/25 02:10 PM
            Samgung foundry viability for high performance high volume logicanon.12018/12/25 04:10 PM
              Samgung foundry viability for high performance high volume logicanon2018/12/26 02:58 AM
                Samgung foundry viability for high performance high volume logicdmcq2018/12/26 07:03 AM
    Samgung foundry viability for high performance high volume logicMichael S2018/12/25 01:58 AM
    [O.T.] Are in Europe? (NT)Michael S2018/12/25 02:00 AM
    Samgung foundry viability for high performance high volume logicBhima2018/12/27 03:28 AM
      Samgung foundry viability for high performance high volume logicMichael S2018/12/27 05:59 AM
        Samgung foundry viability for high performance high volume logicanon2018/12/27 06:28 AM
          Samgung foundry viability for high performance high volume logicBhima2018/12/27 07:00 AM
            Samgung foundry viability for high performance high volume logicanon2018/12/27 09:26 AM
  Samgung foundry viability for high performance high volume logicdmcq2018/12/25 04:08 AM
  Samgung foundry viability for high performance high volume logicanon.12018/12/25 03:53 PM
    Samgung foundry viability for high performance high volume logicanon2018/12/26 01:04 AM
      Samgung foundry viability for high performance high volume logicanon2018/12/26 02:48 AM
        Samgung foundry viability for high performance high volume logicanon2018/12/26 03:36 AM
          Samgung foundry viability for high performance high volume logicanon2018/12/26 04:12 AM
  Samgung foundry viability for high performance high volume logicGroo2018/12/26 10:20 AM
    Samgung foundry viability for high performance high volume logicjuanrga2018/12/26 10:29 AM
    Samgung foundry viability for high performance high volume logicDoug S2018/12/26 01:42 PM
      Samgung foundry viability for high performance high volume logicDoug S2018/12/26 01:44 PM
      Money, analysts, journalistsSuspicious reader2018/12/26 02:02 PM
        Money, analysts, journalistsDoug S2018/12/26 04:49 PM
      Samgung foundry viability for high performance high volume logicGroo2018/12/26 06:39 PM
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