Page 4 - september22_082722.indd
P. 4

TAP TIMES          -4-                                  SEPTEMBER 2022



                       Taiwan (from 3)                          Intel, meanwhile,  reported a revenue of
                                                                $77.71 billion for its fiscal 2021.
        the impact of an Ohio fab adds to the
        semiconductor supply.                                   TSMC record revenue
                                                                For the latest reported quarter, Q2, TSMC
        Closely guarded secret                                  set another record with soaring revenues
        The actual wafer fabrication capacity and               of $18.16 billion compared to Intel’s 2Q
        device yield of individual semiconduc-                  revenue of $15.3 billion.
        tor makers is a closely guarded secret.
        Customers, too, in most cases are rarely                Undeniably, as the largest supplier of
        revealed.  The figures we reported were                 semiconductors for other chip vendors,
        furnished by Bloomberg, not TSMC.                       TSMC is the very, very large pachyderm in
                                                                the room, to which others aspire.
        In TSMC’s case, the company has posted
        the 300mm equivalent capacity on their                  In an October 2021, article, the NAS-
        web site.                                               DAQ newsletter maintains that TSMC, in
                                                                top place, holds 55 percent of the silicon
        Wealthy and vulnerable                                  foundry market business.
        We noted earlier that TSMC may supply
        as much as half of the semiconductors                   Samsung is in second place
        sold to the world.  This has made TSMC                  Second place, the article reports, belongs
        not only wealthy, but vulnerable, as well.              to Samsung, with 17 percent of the found-
                                                                ry market.  It’s likely that a large portion
        How big is TSMC?  In 2021, TSMC reported                of Samsung’s foundry work is used inter-
        $56.82 billion for the year.  Top chipmaker                                            nally for Sam-
                                                                                               sung consumer
                                                                                               appliances, sm-
                                                                                               arthones, etc.


                                                                                               Memory sales
                                                                                               In addition, as
                                                                                               the largest pro-
                                                                                               vider of semi-
                                                                                               conductor mem-
                                                                                               ory, a substantial
                                                                                               amount is sold
                                                                                               to smartphone
                                                                                               producers.


                                                                                               The third largest
                                                                                               silicon foundry,
                                                                                               according to
                                                                                               NASDAQ, is an-
                                                                                               other Taiwan-
                                                                                                       to page 6
          TSMC operates multiple fabs in China and Taiwan, and has completed construction of its Arizona fab.
   1   2   3   4   5   6   7   8   9