It's Intel vs Samsung in the future... wanna bet ?
3 replies (most recent on top)
Apple will partially move over to Intel some time soon that is bound to happen soon.
TSMC earns its wealth mainly from mediatek, Qualcomm and Apple. It already lags behind Samsung by 1 year (although with better yield ) and Intel by almost 2 years.
Apple and Qualcomm move over to Samsung or Intel for 10 nm. TSMC dives into a pool without water.
Qualcomm and Nvidia already wait in queue behind Apple to get their chips ready.
Timeline Order of preference:
Samsung produces it own chips -> Produces Apple's chips -> Produces Qcomm chips -> Nvidia etc.
TSMC wont fail but Qualcomm is going to Samsung for cost reasons... it will always be money if Qualcomm is not able to make enough money then it will not be able to afford TSMC....TSMC will go more and more towards Apple.....and that is an issue...
Qualcomm has to be better than others....but unfortunately Qualcomm has gone the Intel way....too much fat to change quickly to mobile.... QUALCOMM is not able to do with respect to more agile players like Samsung/Mediatek/Huwaei(at least in the chip)
Qualcomm's old friend Sanjay Jah will come to the rescue with his company GlobalFoundries.