AMD has growing and growing its demand in TSMC-made processors and GPUs. Intel reportly will begin to use their foundries, to overcome current limits in its 10nm process. TSMC as THE leader foundry in the world, has little to worry, actually, can't keep up with the demand.
Jamsession, 10 Jun 2020Don't you know the only people bricking themselves are the Americans. They are going round the... moreWhat alternative? The only alternative in most countries outside China is Apple. HMS may be advertised, but no one is buying. Huawei tried selling 20 of their phones with HMS in Australia, and they still can't sell out.
Other alternatives include lineages with microg.
The issue with all these is that many apps, especially banking or Netflix requires the google safety net. If HMS or microg is not sufficient, then people will refuse a phone they can't actually use.
Mhelbert, 10 Jun 2020Tsmc doesnt need huawei , huawei acting high and mighty telling everyone they can replace anyo... moreDon't you know the only people bricking themselves are the Americans. They are going round the world begging people to listen to them. They are such a laughing stock. The only guaranteed way of ridding US from the supply chain is to make them irrelevant. They are now no longer relevant. They tried with Google. Now there is an alternate. Huawei grown bigger.
Anonymous, 09 Jun 2020RISC-V is overrated for now , still a long way to go, for now it offers no meaning for others ... moreHow can 20% drop in revenue not affect your bottom line. Are you kidding me. Mind you the US has shown its not a trustworthy partnership. Today its china, who knows whether it will be Taiwan tomorrow.
Tsmc doesnt need huawei , huawei acting high and mighty telling everyone they can replace anyone but the truth is they are biting nails while shivering in the corner. Their safe haven market in china is also under threat by xiaomi.
Anonymous, 09 Jun 2020It's sad more people will lose their jobs because of this stupid banIf you're talking about jobs at TSMC, then you don't have to worry about that.
All available wafer left out by Huawei will be sold to other customers, TSMC has a lot of customers, who are bidding fiercely for their cutting edge technology, for example: AMD, Apple, Nvidia, Qualcomm... to name just a few big ones.
Adul Al Salami Kebab, 09 Jun 2020I can imagine the communist party will back this to... There is no way they will let the US ke... moreChina can retaliate if she really wants! How? To pass a law to BAN all goods especially electronics, equipment and machinery that are using any technology or component of US Qualcomm, Apple, Google and other relevant US companies‼️
They are just saying this to keep their stock prices from falling rapidly
Whackcar, 09 Jun 2020Huawei needs to build their own foundry & start manufacturing their own chips like how Sam... moreI can imagine the communist party will back this to... There is no way they will let the US keep bullying companies in China! :I
Its not good for TSMC they have less bidding players for their wafers, which means they might profit less per sale now. Is that bad for TSMC? Not much but for the bidders its a massive win! :o
Real.Talk, 09 Jun 2020Arm cannot have a monopoly to reign forever and a good alternative should appear sooner or laterRISC-V is overrated for now , still a long way to go, for now it offers no meaning for others to adopt it over ARM but it's for the long run.
Maybe 20 years from now on.
Anonymous, 09 Jun 2020They'd still need to find a chip design they can use. ARM, despite not being owned by a US com... moreArm cannot have a monopoly to reign forever and a good alternative should appear sooner or later
Whackcar, 09 Jun 2020Huawei needs to build their own foundry & start manufacturing their own chips like how Sam... moreThey'd still need to find a chip design they can use. ARM, despite not being owned by a US company, cut ties with Huawei last year. The alternative, RISC-V, is an open source architecture, so the US can do fsck all to prohibit Huawei from using it but I'm not familiar with its current development status.
Huawei needs to build their own foundry & start manufacturing their own chips like how Samsung does. They're a giant company, they can do it. It will take time, but will ensure uninterrupted business going forward.
Yes, it is totally safe. The one starting trade war won't be in charge after this year anyway.
TSMC will always sell every wafer they are able to produre, the would maybe in trouble if Apple, Nvidia and AMD drop at the same time
kiasunkiasi, 09 Jun 2020sadly USA has forced TSMC into their political game with ChinaTSMC voluntarily wanted to be "forced" because they don't want supreme control over themselves and that's the sad part.