TSMC: Dominance in Leading-Edge Nodes
Former Senior Sourcing Manager at Apple
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Former Senior Sourcing Manager at Apple
Interview Transcript
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So, I assume if the customer is willing to invest in that, it's a bigger investment. Do you think that means customers today, especially for leading-edge nodes, are less likely to switch manufacturers or foundry partners than they used to be in the past, implying more long-term commitments?
I will tell you this. It's not that they're less likely to switch; they cannot switch. It's very simple. TSMC holds 65% of the market for leading-edge nodes. In my opinion, for certain nodes like 3 nanometer and the upcoming 2 nanometer, they are the only ones who can do it well. If you're Nvidia or Qualcomm, you don't have options.
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