TSMC third-largest customer now is AMD.

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#5973754
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Nice, AMD has been on the up and up since they dropped Global Foundries because they didn't want to compete on newer nodes. I know they still use them in other areas, but not on their main dies. TSMC is just so much a better company. They just need to sort out there capacity. The whole world just needs more. 😀
#5973807
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Scary thought: What if Apple were to buy TSMC? .... i mean according to this they already own more then a quarter of the company, effectively.....
#5973816
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I'm honestly surprised to see MediaTek so high up there. I have a hard time believing they have enough demand to outpace Epyc. Though, I also haven't heard of MediaTek having shortage issues, so, maybe they just bargained hard.
#5973861
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I just wonder with Xilinx on board (which is almost a certainty) would AMD become TSMC's No. 2 customer?!
#5973863
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Aura89:

Scary thought: What if Apple were to buy TSMC? .... i mean according to this they already own more then a quarter of the company, effectively.....
I don't think regulators would allow the purchase.
#5974172
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Aura89:

Scary thought: What if Apple were to buy TSMC? .... i mean according to this they already own more then a quarter of the company, effectively.....
Apple could easily buy TSMC with some spare money they have lying around but they don´w want to own a foundry the same way they don´t want to buy Foxconn. They prefer to subcontract production than to buy, it saves them the hassle of running those types of businesses.
#5974288
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schmidtbag:

I'm honestly surprised to see MediaTek so high up there. I have a hard time believing they have enough demand to outpace Epyc. Though, I also haven't heard of MediaTek having shortage issues, so, maybe they just bargained hard.
Not sure why you are surprised about MediTek being up there... they the number one smartphone SoC: https://www.counterpointresearch.com/smartphone-soc-shipments-q3-2021/
#5974291
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wait 4.36% is for amd,whole r5000 x/g,rx6000,hpc cards,epyc,threadripper,consoles nvidia 2.83% while they only make their hpc/ai stuff there.