A TSMC Customer Perspective: Selecting a Foundry Partner
Former VP at Micron Technology
inpractise.com/articles/tsmc-technology-leadership-driving-capacity-strain-and-strategic-shifts
A TSMC Customer Perspective: Selecting a Foundry Partner(May 26, 2025)
Former VP at Micron Technology
Interview Transcript
This is a snippet of the transcript, sign up to read more.
Thank you for elaborating on that process. Once you've tried placement and all that, you mentioned you were in conversation with Micron and TSMC, and in the end, due to ROI issues on TSMC's side, it didn't happen. I assume there could have been capacity for you to manufacture there. Have you heard of many capacity constraints still at TSMC and Intel? Has there been any development? I know it was perhaps worse in the past. How do you see this capacity constraint at the moment?
For me, I did not have a capacity issue because the chip I was designing was not on what they call a leading-edge node. The older nodes had more availability and capacity than the newer nodes. The newer nodes, between Nvidia, Apple, and others, have been consuming TSMC's volume. TSMC's leading node is superior to anything competitors are providing, so it has been selling out. Due to capacity issues and costs, multiple companies are looking at other foundries to get a better working relationship and hopefully priority, which is important to them.
This is a snippet of the transcript, sign up to read more.
Related Content
ASML & TSMC: Customer Relationship & Growth Outlook
Former Executive at ASML
ASML: Supply Chain Resilience & Supplier Agreements
Former Executive at ASML
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Former Senior Director at Waymo
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Data Center Product Architect and Senior Director at Nvidia
Copyright Notice
This document may not be reproduced, distributed, or transmitted in any form or by any means including resale of any part, unauthorised distribution to a third party or other electronic methods, without the prior written permission of IP 1 Ltd.
IP 1 Ltd, trading as In Practise (herein referred to as "IP") is a company registered in England and Wales and is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice.
In Practise reserves all copyright, intellectual and other property rights in the Content. The information published in this transcript (“Content”) is for information purposes only and should not be used as the sole basis for making any investment decision. Information provided by IP is to be used as an educational tool and nothing in this Content shall be construed as an offer, recommendation or solicitation regarding any financial product, service or management of investments or securities. The views of the executive expressed in the Content are those of the expert and they are not endorsed by, nor do they represent the opinion of In Practise. In Practise makes no representations and accepts no liability for the Content or for any errors, omissions, or inaccuracies will in no way be held liable for any potential or actual violations of laws, including without limitation any securities laws, based on Information sent to you by In Practise.
© 2025 IP 1 Ltd. All rights reserved.