AMD IS SWITCHING FROM TSMC TO INTEL
>intel is globalfoundries tierAMD still is making old ass chips for industrial electronics, even a 3rd tier fab like intel can make a 400MHz SoC.
>>106764365Intel is already on 1.8nm production. TSMC is still on 3nm.
>>106764373And that's why they're using 5% of TSMC capacity. (Apple is 20%, Nvidia like 9%)
Link the article nigger
>>106764350Will they oxidize too now?
soon.
>>106764373as someone that works with Intel I can tell you their 1.8nm process is all kinds of fuckedthey're still doing major process development on our tools even as they ramp production in AZ
>>106765296https://www.semafor.com/article/10/01/2025/intel-amd-foundry-customer-dealsemafor is legit and not mlid tier.
>>106764373Until they actually make something useful with 18A it's all just marketing fluff
>>106766276
>>106764350>>106764373TSMC fell behind because they didn't buy the newest ASML machines. TSMC is just an ASML wrapper.
>AMD CPU(Intel node)>Nvidia GPU(intel node)>Optane SSDSimple as
>>106766745ASML gets their R&D money from TSMC and other tech giants. billions every year. they are in it together.
>>106766745remember when TSMC didn't fall for the latest IBM tech>"...So, when we went to .13u, .13u the>people began to change from aluminum to copper. And IBM was the leader for the copper metal. They>had the longest history of developing copper technology. They worked for more than ten years on copper.>TSMC didn't have any experience in copper at all. So, when we decided we need to adopt copper, okay.>So, the copper is one story and low-k material is another one. IBM decided kind of low-k material is a>spin-on material called SILK. IBM had a Research Consortium that IBM-- Samsung joined them, I think,>ST Micro joined them. Several companies joined the Consortium.>>"And UMC joined them. But we didn't join them. They all used that spin-on low-K material. But>we decided to use CVD - instead of flourine-doped it's a carbon-doped made by Applied Materials.>They're called Black Diamond. So, we choose Black Diamond. The reason we chose Black Diamond was>very simple, because I suffer at .18 with a spin-on. I wouldn't touch spin-on again. <laughter> But they>didn't go through that. So, we were very, very lucky. TSMC became the first company in the world which>was able to ship a manufacturing wafers with the copper and low-k, because IBM failed...">>".13u was actually the very important node for TSMC. Because we became the first one in the>world to deliver manufacturing wafer of copper and low-K."--Moris Chiang
>>106766768>their customers pay them money and they use some of that money for r&dThat's right mr sherlock holmes....
>>106766745Imagine thinking this has anything to do with what TSMC are or aren't doing. It's a strange fucking coincidence that AMD, Apple and Nvidia all decided at the same time that they want to help prop up a failing Intel. Clearly the US government has been making deals/threats behind closed doors so that these companies invest in Intel to keep it afloat.
Why can't AMD switch AMD instead?
>>106766783this.TSMC jacking up prices and people looking elsewhere has nothing to do with TSMC.
>>106766783yes, this is an attack on tsmc and taiwan
>>106766745>t. retard that doesn't knows the trade offs of the current High-NA If ASML doesn't improve High-NA it'll end like a modern '157-nm'.
>>106764350buy Intel stock?
>>106768215Intel and AMD and Nvidia united against tsmc wasn't on my bingo card ever
>>106764350They're not switching, don't be so fucking stupid. Commissioning some garbo mobile chips from them as a mercy is much more likely.
>>106766806>TSMC jacking up pricesand why would that be? I'm sure it has nothing to do with being forced to build a fab in the US and threatened to produce 50% of your shit there
>>106766728I always assume this until I see benchmarks proving otherwise. TSMC's process is the best, there's a reason they manufacture pretty much all of the chips that matter.A who has the smallest dick contest is meaningless if the end product isn't better.
>>106764350>Intel gets a chinese CEO>suddenly Jensen and Lisa both want to do business with themkek, Chinese are taking over.
>>106764350>gm amd sirs
>>106768480>and why would that be?Because they've been doing it every year? This has nothing to do with the US wanting a fab lmao. TSMC has been jacking up their prices every year since covid. How fucking dumb are you people, this isn't news. 2021: https://wccftech.com/tsmc-rumored-to-hike-chip-prices-by-25-by-2021-end-as-alleged-workers-receive-no-overtime-pay/2022: https://www.sourcengine.com/blog/tsmc-raising-prices-multiple-industries-impacted2023: https://www.emarketer.com/content/tsmc-planning-another-price-increase2024: https://www.techpowerup.com/324323/tsmc-to-raise-wafer-prices-by-10-in-2025-customers-seemingly-agree2025: https://www.design-reuse.com/news/202529441-tsmc-price-hikes-end-the-era-of-cheap-transistors/Literally every year they do this. You people have just been blissfully ignorant to it and now think it's because Intel is "failing" lmao
>>106768815You are indeed correct that TSMC has been steadily raising prices, this is not a new thing. But Intel failing, that is at least not being able to keep up, is part of that; TSMC can get away with charging more because its competitors like Intel & Samsung simply can't match TSMC for the best wafers. When you have the best of something it is a lot easier to charge a premium.
>>106768815>american doesn't know inflation
>>106764350My bet is that , they're told, CCP will invade Taiwan and c.. Donald Trump will do nothing. So... They have to establish alternative process for their chips.
>>106768866Pretty sure at least Intel can match TSMC in resolution, but TSMC definitely has an edge on yields which gives them a price advantage so they should be cheaper than the competition not the other way around.
>>106764350>AMD IS SWITCHING FROM TSMC TO INTELLet's be real, the more foundries that are used the better for us, TSMC is clearly a monopoly at this point and that's clearly affecting prices of chips made by them, since they feel entitled to ask for any price they want from whoever wants them to manufacture some chips.
>>106769050They aren't commodities, pricing isn't related to production cost.
>>106769050Because of those higher yields, TSMC, even with raised prices, is the cheaper option for high end chips; Intel and Samsung, even with wafer discounts are more expensive per working chip. Now with chip tariffs on the horizon that changes the price equation, which is why AMD may be looking into having some stuff fabbed in the US by Intel.
>>106768960Ah yes, inflation. That totally goes up 10-25% every year. Fucking Retard.
>>106768215Governments buying stock is usually a terrible sign for the long run.
>>106769489GM still exists and the US government owned 60% of it for several years.
>>106769466The US dollar has lost 10% vs the euro this year.
>>106769529Cool bro, that still doesn't explain a 25% price increase in 2021. Just admit it that you have no fucking clue what inflation means and we can move on from this.
>>106769508Exists, yes, but doesn't exactly flourish.Government owned companies generally do shit because why try harder when daddy government will just bail you out?
>>106769537>explain a 25% price increasebecause they can.if you're top dog with no competitors you can keep increasing the price, until someone can create the same or better for less.
https://www.tomshardware.com/tech-industry/openais-sam-altman-had-secret-tsmc-meeting-over-future-chip-supply-report-claims-ai-pioneer-in-asia-as-south-korea-confirms-20mw-data-center-deal-with-chatgpt-makerTSMC is hiking prices because OpenAI is about to announce a 100B+ deal with them to manufacturer AI chips for their AI factories.
>>106766808more like a cope over the obvious fact that the PLN can blockade taiwan at any time they want and the USN can't do shit about it
>>106769654*PLAN
>>106769539not to mention that the gov buyin is usually a huge scam to begin with
>>106764350They will make chipsets and other chips that are ok on 14nm (the last good process intel has without oxidation) It is nothing burger. Glofo made this parts but Germcucks are fucking retards and closed anything due to retardation from the "greens".
>>106769623OpenAI doesn’t know anything about making chips.>>106769227> why AMD may be looking intomay bemaybeMaybe this is FUD for investors of intel who are trying to cash the fuck out.It’s not like they’ve been lying about fab capability, 3d crosspoint, and Itainium for decades.Hell I remember when intel said we’d all be using bubble memory…But *trust me bro* this time they’re not lying.
>>106769718Read the article. OpenAI is worth hundreds of billions. They have the employees to design chips> OpenAI wants to untether itself from being so reliant on Nvidia moving forward, so it is developing its own AI application-specific integrated circuit (ASIC) chips for AI inference.>OpenAI reportedly formed an ASIC design team in 2024 and is alleged to be working with Broadcom to develop a custom AI chip on TSMC's advanced 3nm process. Combining high bandwidth memory and advanced packaging technologies, OpenAI's bespoke hardware is expected to enter mass production in Q3 2026, following a recent delay.
>>106766787You mean Globalfoundries?Since 2009 they’ve been owned by the UAE and are shady as fuck, being patent trolls and what not. That signals the end, usually.They couldn’t even keep the lights on in the east fishkill facility they got for a song from IBM.
>>106766783> prop up intelFor sure they do, to a hilarious level.What’s intel doing/done with the money? Same place Google buying Wiz achieves.
>>106766287>My dad works at Nintendo
>>106769760OpenAI is only “worth” anything because it’s another memestock like Tesla.> BroadcomSo, we got a company full of script kiddies raping the internet for training data working with a company that makes networking chips and uses other people’s IP for the CPU cores. Good.One knows nothing about making chips, and the other knows nothing and has no patents on AI processing elements.Tesla is a “robot company” btw.
That'd be a huge win for intel they need customers bad or their future nodes will all just be shitcanned
>>106769838Intel has been invested in Israel for decades. Some of their best fabs are in Israel and always have been. Also that deal in 2023 got canned after they declared Intel 7 a loss.
>>106769892cope
>>106769897The car chip shortage was bullshit, lots of fabs in the 14–120 nm range were basically idle.
>>106769539With the EPA fines set to 0 we are already seeing some crazy shit coming from all cars manufacturers, government was the problem, just in a different way.
>>106769838>2023your hatred is making you look like an idiot. that's not what this is about.
>>106769904> been invested in Israel for decadesBuilding fabs in a warzone 20 minutes from the Lebanon border in a region sitting on a fault line.Geniuses.
Intel needs to poach Taiwanese/Korean/Japanese talent. Not Indian, not Chinese spies, TAIWANESE.
>>106769988This is about the US government involvement in Intel. Intel ponies up the money, later says they don’t have it, and the the government gives them the money (or by a supercomputer contract or something to make it look legit).This goes way back, not to the ‘23 deal.
>>106764373>"hey guiz we have 1.8nm!!!">so when uh... when are you gonna like... y'know; release a product using it?>crickets
>>106770032without intervention this year intel would have been broken up and sold off to competitors. this is just like the chips act--the govt is propping up intel and pushing other manufacturers to make chips on US soil to reduce the reliance on Taiwan. it has nothing to do with the /pol/tard anti-israel shit.
>>106769904> Also that deal in 2023 got cannedIt’s unclear to anyone if they got the money or not though. Probably nobody knows.Their fab capabilities were somewhat fictional for some years leading up to today.
>>106769872Intel hires everyone dumb nigga. Have you ever looked at their headcount.
>>106770077Nobody said any anti-isreal shit. You’re misunderstanding he whole point. The 25 billion should have been spent in the US.In 2024, Intel got 7.4 billion from CHIPS.
>>106770077The CHIPS act was a disgrace. They got billions and still decided to do fuck all with it and cancel their plants and expansion. This is why you don't just give these companies a blank check you enact foundational reform that forces them to move in a certain direction.
>>106770177don't give me that shit.1. 2 year old picture referencing israel2. mentions google buying wiz, which happened in march. another anti-israel talking point.that post was the normal anti-israel shit leaking out of /pol/.>>106770187chips was a fucking joke. i think the behind-the-scenes work they're doing with this AMD deal and the nvidia one are more likely to produce results. it's going to take years to really see though.
>>106770187>They got billionsfrom what I've read, they didn't get shit. they govt. didn't pay them anything and then trump came and killed the office that was in charge of tracking advances and paying.
>>106770309I mean, I hope that's true cause they don't deserve a single red cent until they get off their ass and start competing
>>106770268> wiz, polGo back to policing /pol/ idf handler… wiz was world news, google’s biggest purchase.
>>106770373fuck you. stay in /pol/ and stop polluting the rest of 4chan. every board i keep up with here constantly has /pol/ overflow. i'm sick of their retardation killing discussion.
>>106764350They just waited until the white CEO was kicked out.
>>106766808Second sourcing isn't an attack. It's insane not to do so.
>>106770550AMD only exists because the US government wanted second sources for x86 and other chips.
>>106770559> amd second sourceIt’s hard to say that’s accurate, but definitely the whole involvement in the x86 thing used to be true.People forget the entire x64 thing was entirely AMD and intel wanted you to switch to Itainium.So, basically, for over 20 years now, AMD has been the one allowing Intel to exist.
>>1067695372021 had a collapse of the supply chain, 25% was cheap. If you don't like then make your own shit and sell it at loss, oh yes, you can't
>>106770559IBM isn't the US gov.
>>106770620He means long before that.US military would only use x86 if there was a 2nd source available, that was their policy.AMD copies Intel's homework but they allowed it because it means Intel could sell to the US military, a situation where all 3 parties benefited.
>>106770718> means long before thatAs I clearly stated.Either way, it’s not true. Lots of famous computers ran on the AM290x in the 70s around 10x faster than intel’s offerings.If AMD hadn’t been tripped-up by the US government into force-fabricating intel’s slop, the world might be basking in the exuberance of AMD originated architectures.I think we can agree that government meddling is usually bad.
>>106770854Fuck off you don’t know better then trump
>>106770048October 9th is when Panther Lake releases.
>>106773017mobile soc doesn't mean much, intel has launched low frequency products on intel 4 and intel 3 , but nothing for desktop. I'll believe it when I see it, chances are it will be another leaky high density node, that causes house fires above 4ghz,
>>106773127Mobile is more important than desktop chips. They sell more
>>106769872I don't work for IntelI work WITH Intelthey are my company's top customer
>>106766276maybe if they stop scraping intel's logo off the cpus that they pretend they manufacture and actually start creating their own stuff
>>106766745Lithography is only like 25% of the process
The US government should just completely subsidize Intel and Global Foundries, but make them only hire american. Majority of TSMC's opex is subsidized by Taiwan. They're dirty fucking cheating chinks. Samsung too. They're dirty cheating gooks. The US is the only country dumb enough to not just subsidize the shit out of national security interests. Intel shouldn't even be profitable.
>>106764373how many 14 pluses is that
>>106768758At least it’s better than poojeets?
>>106773319>only hire americanlol
>>106773319>GFIt's an UAE company. Are you gonna subsidize arabs?
>>106773319> Intel shouldn't even be profitableWish granted.
>>106773438> It's an UAE companyBetter than intel though. Everything is relative.
>>106773476A treasonous position to take
>>106764350>Pat Gelsinger out>Lip Bu is in>Everyone immediately does business with himWas there ever any doubt?
>>106773515They’re already getting billions from CHIPs that we know about. We have a great relationship with UAE. They let us bomb our own peace negotiators in their capital city!It’s time we invested in our own Taiwanese and UAE fabrication plants instead of whining about it.
>>106770132>My dad works at Nintendo >>106773282>My dad works at Nintendo
>>106770854>If AMD hadn’t been tripped-up by the US government into force-fabricating intel’s slop, the world might be basking in the exuberance of AMD originated architectures.There were plenty of other, better architectures (MIPS, DEC Alpha, PowerPC in the 90s, all the Berkeley RISC derivatives in the 80s including even the Intel i960 - AMD even built an x86 using a RISC chip with a x86 decoding frontend). x86 dominated by having maximum market share. Even Intel wanted you to switch to Itanium but failed because x86 was too popular, AMD saw this and made x64 and got a lead on Intel for the first time ever.Only chip ever to become as popular as x86/x64 is ARM, and that's relegated to the mobile space because it fucking sucks for anything it doesn't have a dedicated accelerator for.
>>106773611Another treasonous position. We should only be investing in America
>>106766287>breaches NDA for a 2 line post on 4chanholy retard batman
>>106764350based duopoly is back
>>106773777
>>106766255you can be sure intel is going to sabotage amd if this actually goes through
>>106774495Wat the hell is an acce department,Pronounced “ass”?
>>106773244You don't seem to understand, if its crap at high clocks , its still crap at low clocks, its just salvagable, since you can sell it as a lower end product. aka still losing. on desktop you can't sell a 2ghz lemon.
>>106774495>I stole this as proof I work here on 4chan!
>>106774495this must be AI
>>106774274yeah sure, be company's slave, fuck with robots and shut up
Buy more $intc?
>>106764350>AMD IS SWITCHING FROM TSMC TO INTELBut why? Don't they already got a good thing with TSMC what with their APU's being the best in the market for people who wanna just buy a decent CPU they can lean on till they have money squared away for a proper GPU, and that's just for desktops, they're killing it in the mobile gaming space too.What a strange change in strategy, it kinda makes sense for Nvidia but AMD has no reason move away from Taiwan an Malaysia.
what's the point in buying AMD then
>>106775837>APU's being the best in the marketthere's no market. amd is half-assing it and gives you apus with last-gen gpus.>they're killing it in the mobile gaming space too.false.gaming laptops? non entity. it's all intel cpus and nvidia gpus. amd never managed to have good relations with any laptop manufacturerhandhelds? switch2 is killing it. switch2's soc is nvidia.
>>106768758Asian future, round eye.
>>106776498you didn't even know Xilinx before AMD bought it.why do you now care what Xilinix uses for their chips? you are only interested and CPUs and GPUs.
>>106776605because I care what backdoor in my CPU is implemented dumbassIntel has it's ownAMD has it's ownif AMD uses Intel Aviv Israeli Zogbot foundry then the backdoor is clear as day
>>106773576brolu bu might not be an ideal standard for dealmaking and mutual cooperation
>>106775722It's translated with Google assistant.
>>106777807The graphic is ai generated though. But Intel will hire basically every Electrical PhD that apply. And since they are much less selective than saying Nvidia, a lot of my country's electrical engineering and chemical engineering graduates who do their PhDs in the US gets hired at Intel. The good ones usually end up at Nvidia though.
>>106775183Applied chemistry and chemical engineering >>106775529I never claimed to work at Intel.
>>106775837trump forced them to help intel
>>106777880Don't care. You're still shilling that you're somehow on the "inside" with no proof.
>>106766276Peprows Wepubwick of Gamras
>>106775837As ironic as this might sound but they don't want to have their life line be attached to a single thread that might snap at any moment because some kikes decided to step on the sleeping dragon's tail.They want to have as many fab factories as they can across many countries and still keep the ability to claim shortages so they can keep their prices and profits.
>>106764373It's literally over for the little chink bastards
Fuck me I guess, I think I'll stick with my shitty 9700K then, seems like AMD won't be releasing anything worthwhile in the near future either.
>>106764350Trump did it. The crazy bastard did it. MAGA, I guess.
>>106769050The price they're charging isn't in any way related to the cost to produce or the yields, it's all related to having zero competition, so literally to who else would they flock for their chips?That's all there is to it, it's all an offer and demand scenario, they have a lot of demand for the product so they jack up prices because they're going to pay up anyways.
>>106780202Actually near everything you said, as well as all the ignorant speculation ITT are totally wrong. The costs are directly related to rising wafer prices, and TSMC themselves have nothing to do with that. A doped N2 compatible wafer is absurdly more complex and therefore more expensive than one prepped per PDK for N4 or N3. Costs are going up for Samsung as well. Rapidus if they ever actually become commercially viable here will prices accordingly because profit margins are adjusted to based costs of wafers.For a tech board its incredible how no one here reads actual industry news
>>106780232At least we know how to structure a sentence properly
>>106780317Boohoo fagboy. My stream of consciousness is unfiltered purity compared the retard shit you all write and decided to submit here
>>106774495they join Intel as toilet fillers
>>106766276Please. I've utterly stopped caring about those wheedling shits in Taiwan. They and the mainlanders deserve each other.
>>106766783I sure do wonder why this might be happening
>>106764373You realize the only reason why burgers and chinks give a fuck about taiwan is tsmc right?
TSMC is taiwanese mafia cartel
>>106782599>amerigolems are entering into the delirium stage
>>106773334I think 614nm++++++
>>106764350Nice troll, Lisa. I bet your green cousin will do something simliar. Then INTC experiences long liquidation cascade and goes bankrupt.
>>106782450What's the reason for putting a chip manufacturing plant in a warzone?
>>106782450>which enabled the world to use wifiwhy can't talmudtards stop lying?
US government has 10% shares in Intel. Them getting business is a good thing for America
>>106784199It just another facet in the schemes used to funnel money — without most people noticing — to a certain country. Regardless of who that country is, it should be staying here. So much money gets exfiltrated through intel, by giving intel DoD contracts, supercomputer contracts (NVidia got the last one though) and other shit that it’s almost incalculable.
>>106764350TSMC doesnt want to commit to building more factories in US.
>>106784199> 10 % shares in intel.So, I have a stupid question… Where did those “shares” Come from?Intel is an old company, I assume all the shares are already owned by other people and companies?Or, did they just “make more shares” and say here you go… wouldn’t that devalue them?
>>106785388Yes
>>106784199It’d be nice if their products didn’t catch fire
>>106785374Because it would be unprofitable and a geopolitical suicide, the US gov should put money if they wanna see a change.
>>106785439Well, then they chose to play the wrong gambit. Intel now gets the customers from both AMD and Nvidia. With that, tariffs on TSMC chips will increase making them irrelevant.
>>106784199US government, at 10% is the single largest (identifiable) shareholder of Intel.Of course, it is a *controlling* interest, because if intel doesn’t do things the easy way, they can be made to do it the hard way.#2 is, obviously, Blackrock at 9%
>>106764373Aren't intel's first new factory only going to start production in 2026?
>>106768960>it's da inflation I tells you inflationConsider this simple exampleGood sells for $1Good costs $0.2 to create,market and sell80 cents profit>INFLATION WATCH OUT INFLATION THE INFLATION IS HERE good sells for $2good costs $0.4 to create, market and sell$1.6 profitProfit has doubled when if it was only inflation the product would sell for $1.2
>>106784079>warzoneThere's no warzone, jews are just shooting unarmed children as a hobby. They are hardly in any danger themselves.
>>106784079to keep the peace.the other cutting-edge fabs are also in warzones, taiwan and south korea.
>>106785904correct
>>106786292lies. Intel Israel just have balls made out of steel.https://en.wikipedia.org/wiki/Dov_Frohman>In 1991, during the First Gulf War, when Iraq attacked Israel with Scud missiles, Frohman kept Intel Israel open despite recommendations from the Israel Civil Defense authority that all non-essential businesses close down. As a result, Intel Israel was one of the few businesses, and the only manufacturing business, in the country to remain open throughout the war.
>>106786595>balls made out of steelIt's easy when the enemy is civilians with no weapons. Also your example 34 years ago was a different country. Even then, did they have to regret that decision or was it also safe for them in the end? Imagine now when the biggest threat to their factory is someone throwing a rock at it. I have balls of steel too in that case.
>>106786812>Even then, did they have to regret that decision or was it also safe for them in the end?no regrets. Intel Israel is proud to have never missed any wafer shipments in their history.
>>106786812SCUD missiles aren’t weapons?
>>106785451lmao evenWrite that when intel isn't using 6% of TSMC total wafer capacity, all of it on advanced nodes.
