Taipei, Thursday, Aug 22, 2017, 15:06

C WATCH

Should TSMC Worry About Intel Cooperating with ARM?

By Korbin Lan
Published: Aug 18,2016

Many people had asked Morris Chang, the chairman of TSMC, that how does TSMC compete with other world leading semiconductor firms in the ICs foundry business? The wise, humor and all-time leader of TSMC always given they the same answer, “We are foundry”.

More on This

TSMC Raises Global Semiconductor Output Value Forecast to 6%

TAIPEI, Taiwan - TSMC today modified its annual global semiconductor output value(memory excluded) forecast, from 4% to 6%...

TSMC’s Net Revenues for April 2017 Decreases of 33.8% from March

TAIPEI, Taiwan - TSMC yesterday announced its net revenues for April 2017, were approximately NT$56.87 billion, a decrease of 33...


“We are everybody’s foundry” Morris Chang addressed more.


That is a pretty good and correct answer to this question. Once Intel or Samsung still produces their own chips, TSMC will no need to worry about its leading position in foundry market by leveraging this kind of situation.


Semiconductor is an extremely high technology driven industry, it is very crucial to keep the process technique in the leading edge, especially for foundry company. But it is not everything, services and partnerships are something that IC providers have to consider about while set up a long term market strategy.


That is why TSMC is so confident in its position as a pure foundry. The company almost ranks NO.1 in terms of process technology and services quality in worldwide ICs foundry market.


Another strong point of being a pure foundry is the solid position in the modern supply chain of semiconductor industry. Looking back at the history of evolution of semiconductor industry, it is easy to aware that IDMs(Integrated Device Manufacturers) can be a monster or a disaster, and most of them ended up with a disaster.


That is why fabless and foundry are perfect match, and it should go very well for a long long time.



Figure I: TSMC
Figure I: TSMC

1680 Read

comments powered by Disqus