How Profitable are TSMC’s Nodes with Math
We did some math on the profitability of TSMC’s nodes.
Tag Archives: TSMC
TSMC is in a Good Mood
TSMC reported earnings yesterday, and the management team seemed very happy about things. Their numbers came in ahead of expectations, and their outlook seemed very positive. AI is very good […]
The Real End of Moore’s Law
If TSMC raises its prices as high as we are hearing they intend, then many companies will have no choice but to step off the curve of Moore’s Law. Maybe having an alternative like Intel is not such a bad idea.
Money Changes Everything – Leading Edge Fabs
TSMC has enjoyed 20+ years of a suppressed currency. Rather than squander that windfall on far-flung acquisitions, it has invested in its own talent pool, leading to the big advantage it has today.
Keeping up with the Li’s
To stay competitive in leading edge semis fabs, companies need to generate roughly double the cost of a fab in revenue. By this math Intel is cutting it pretty closely. It also helps explains some of Samsung’s decisons.
Backing NVDA’s numbers out of TSMC
Some back of the envelope math. Backing out Nvidia’s numbers from TSMC’s results point to a good quarter from Nvidia, possibly a very good one.
No Going Back: The New Data Center
The numbers on data center processor revenue share are stark. Nvidia has been growing strongly for years and now dominates the league tables. The only question is really what is the new status quo for their share?
How Productive Are We?
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
Where Does Intel Stand Now?
Intel faces three sequential problems: fix manufacturing, start designing competitive products again, and win some customers for IFS. Then they have to keep all that going. Not impossible, just very challenging.
Where are the Profits? Foundry Edition
We did some math to show market share and profit share in the foundry business. This data maps to intuition, but the scale of TSMC’s dominance and Intel’s declining fortunes stand out.