TSMC’s threat to Intel reflects a sea change in chipmaking that’s seen one company after another hire TSMC to manufacture the chips they design. Her company is less than two years old and yet it’s going after Intel’s dominant server chip business. That Ampere thinks it can compete is a testament to stumbles by Intel, and TSMC’s ability to benefit from those mistakes. He thinks Intel’s leadership in PC and server chips, plus its pricing power, are at risk because of its smartphone slip and TSMC’s hard-earned consistency. According to Goldman Sachs, the combined budgets of TSMC’s customers are not only larger than Intel but the gap is increasing.

Source: thestar November 29, 2018 00:56 UTC