TSMC currently has a higher value than Intel does by about a hundred billion dollars.
As of now, Intel's market cap USD 214 billion, while TSMC is worth USD 368 billion.
Dear Intel, buy ARM and TSMC if possible.
It seems that Arm is for sale, and that NVIDIA is interested in buying, Forbes (among others) is reporting (
https://www.forbes.com/sites/daveal...t-could-upend-the-chip-industry/#2f231ed35742).
Just understand that Apple is hostage to TSMC and their process.
TSMC 7nm = Intel 10nm
Apple doesn't own a FAB.
I suppose Apple will not be a hostage to TSMC. Apple will use TSMC process for the time being, but it still has its own architecture. It could switch to Samsung, for instance, if it TSMC fails to deliver. By using Intel, Apple was tied to Intel's schedule.
Wow they’re finished. Never thought I’d see Intel become an endangered species, but this seems to be it.
Intel is definitely losing ground, in so many ways. Apple departing from Intel was expected, and it is not the end of the world. Plus, it is more a consequence of the troubles Intel is facing than a cause.
The problem is everything else. Intel failed to deliver 10nm processors within schedule and now it is failing again with the 7nm process. Intel's 10nm may be as dense as TSMC's 7nm or even denser, but Intel used to be ahead of everyone else a few years ago, and now it is not.
Last year, Intel had production issues and was not able to deliver as many 14nm processors as planned, leading many consumers to buy AMD instead. AMD's Ryzen is up to the expectations, and superior to its previous processors. As AMD is offering more cores and threads at a lower price with a similar performance, that pushes Intel steep prices down.
Intel has been unable to produce decent GPUs. Back in 2009, Intel cancelled its Larrabee project, which was supposed to result in a graphics card to rival NVIDIA and AMD's ATI. But Larrabee was a failure and Intel stick to low-end integrated graphics solutions, which kept evolving over the years but was not on par with competitors. AMD ran circles around Intel with better integrated graphics, and Intel was not even a contender in high-end video cards.
And then there is Qualcomm. Back in 2017, Intel pathetically threatened Qualcomm with legal action when Microsoft announced Windows Arm devices (
https://www.forbes.com/sites/tirias...and-qualcomm-over-x86-emulation/#a108f0a54f43). It became clear to the world that Qualcomm could eat Intel's business, and that was the reason Intel was willing to start a legal battle. And, while Qualcomm may not yet be able to deliver processors to power great Windows machines, it is on the way. Qualcomm processors will likely deliver good performance while being more energy-efficient than Intel's, which is a gold mine for laptop manufacturers. Just like Apple did, many other computer manufacturers will switch to Arm in the future.
And finally, there is NVIDIA. NVIDIA offers great performance in its GPUs. It has a market cap of USD 250 billion, above Intel as well. And it is willing to buy Arm, which could lead it into the CPU market as well.
So, Intel is set to lose the battle to TSMC in semiconductor processes, to AMD/NVIDIA in desktops and high performance computing, and to Qualcomm/Arm in mobile processors. It is getting harder and harder to recover.