The Ledger
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Chang: Apple placed initial 16nm chip orders with Samsung over TSMC
“I mean, it was a real shock when I heard that Apple had placed their first orders of 16 with Samsung.”
Chang: TSMC launched 16nm six months later and won most Apple orders
“We developed, we had our own 16 about half a year later, and most of Apple's 60 nanometer requirements still belonged to us.”
Rosenthal: TSMC will likely be sole manufacturer at 3nm node
“So, very likely in the next process, it's just going to be TSMC.”
TSMC holds over 90% global market share in 5-nanometer chip manufacturing
“In the five nanometer, Samsung has like five, 10% market share, and TSMC has 90 plus percent.”
Bathgate: Intel, TSMC, and Samsung bought 25% of ASML to fund EUV
“Intel and TSMC and Samsung partnered and actually bought 25% of ASML to inject capital into ASML to develop EUV systems.”
Johns: Samsung's consumer hardware division creates a foundry trust deficit versus TSMC
“Samsung is also doing logic, but it's, they have a different business model, right? They compete with their customers. So it's harder for their customers to trust them. Whereas TSMC doesn't have that conflict.”