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Intel Corporation Message Board

  • will_amd_yu will_amd_yu Jan 22, 2013 12:02 AM Flag

    TSMC is spending $9B or 50% of revenue on CapEx in 2013.

    They cannot afford this level of CapEx for another 3 years. They will fall behind even more soon.
    The problem is TSM sells into the $30 chip market, so they cannot charge more for their chips either, or else their customers will suffer huge losses.

    Its GAME OVER for fabless companies.

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    • The market is also moving to $99 tablets and smartphones. So $30 smartphone chips will have to come down to $10 chips in the next year or so.

      GAME OVER for Fabless.

    • Shows you how serious they are about leading the low power fabrication space and how much serious money is being pumped in due to revenues from mobile chip fabrication. Samsung and GloFo are in a similar state. This is very different from what it was in earlier generations of process development when Intel was far ahead in terms of capex compared to these foundries. The mobile market has changed things.

 
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