AMD, Intel, and TSMC have intricate relationships within the semiconductor industry:
- **AMD**: AMD relies heavily on TSMC for manufacturing its AI chips and other semiconductor products. The company has reaffirmed its commitment to TSMC, despite exploring supply chain diversification[1][4]. AMD's collaboration with TSMC allows it to leverage advanced manufacturing processes, such as the 3nm node, to stay competitive against rivals like Intel[2].
- **Intel**: Traditionally an integrated device manufacturer (IDM), Intel has increasingly collaborated with TSMC to produce certain chips, such as the Lunar Lake CPU, using TSMC's advanced 3nm process. This partnership helps Intel enhance its competitive edge in AI and computing markets[3].
- **TSMC**: As a leading semiconductor foundry, TSMC plays a pivotal role in the production strategies of both AMD and Intel. Its advanced manufacturing capabilities attract these companies to utilize its services for cutting-edge chip production[2][3].
Sources
[1] 리사 수 AMD CEO "TSMC 아닌 다른 기업에 AI칩 생산 맡기지 않는다" https://www.theguru.co.kr/news/article.html?no=78258
[2] COMPUTEX 2024에서 Intel, NVIDIA 및 AMD와 TSMC의 최근 협력에 ... https://coolenjoy.net/bbs/38/5704997
[3] '엔비디아 타도' 외친 인텔…대만서 'TSMC와 협력, 굿 초이스' [biz-플러스] https://www.sedaily.com/NewsView/2DACH7SJE1
[4] 파산 직전에서 인텔 최대 경쟁자로 떠오른 AMD - 한국경제 https://www.hankyung.com/article/202110067907i
[5] "TSMC 독주 막아라" 공감대 … 삼성·인텔 손잡고 돌파구 모색 - 매일경제 https://www.mk.co.kr/news/business/11146237
[6] 인텔 파운드리 분사, AMD 전철 밟나…삼성 영향도 관심 - 전자신문 https://www.etnews.com/20240918000059
[7] TSMC - 나무위키 https://namu.wiki/w/TSMC
[8] How GPUs Impact Cloud Computing https://www.hyperstack.cloud/blog/case-study/how-gpus-impact-cloud-computing
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