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does TSMC have enough 5nm capacity?


Apple booked 80% of TSMC's 5nm process for 2021, so I suppose Intel's volumes won't be astronomical.

https://wccftech.com/apple-secured-80-tsmc-5nm-production-ca...


Based on the fact there is contention between Apple, Nvidia and AMD already, this will be interesting.


Soon they will need to rebrand to The Semiconductor Manufacturing Company.


Yep. If you look at the global semiconductor industry it has been consolidating rapidly into very few organisations from day one. And that’s not even fabrication.

https://fortune.com/2017/12/20/chip-mergers-broadcom-qualcom...




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