TSMC today has more than 60% of the foundry market share, and an estimated 80%+ market share for the leading edge.
If you exclude Intel themselves (although they also use TSMC now) and Samsung, TSMC is pretty much the sole supplier to the leading edge.
So, yes, TSMC has the capacity.
Your Boeing / Airbus analogy hinges on multiple factors. First, Airbus and Boeing have comparable capacity. Second, they have comparable products. Both are not true when you compare Intel and TSMC.
NVIDIA is heavily supply constrained. Why haven’t they sourced Intel or Samsung as second source?
Historically, there are also many other issues with Intel operating as foundry. Do you think NVIDIA and AMD will be happy to send their CPU and GPU designs to Intel for manufacturing? Independence was one of the main drivers why TSMC was founded. To have an independent supplier who does not compete with its customers.
It was a genuine question, I don’t follow the sector closely.
That said to poke at your answer a bit:
If nvidia is heavily supply constrained, wildly profitable, and strictly limited to TSMC doesn’t that dynamic lead to other customers being pushed aside? If so, doesn’t that open an opportunity for Intel if they can execute?
If you exclude Intel themselves (although they also use TSMC now) and Samsung, TSMC is pretty much the sole supplier to the leading edge.
So, yes, TSMC has the capacity.
Your Boeing / Airbus analogy hinges on multiple factors. First, Airbus and Boeing have comparable capacity. Second, they have comparable products. Both are not true when you compare Intel and TSMC.
NVIDIA is heavily supply constrained. Why haven’t they sourced Intel or Samsung as second source?
Historically, there are also many other issues with Intel operating as foundry. Do you think NVIDIA and AMD will be happy to send their CPU and GPU designs to Intel for manufacturing? Independence was one of the main drivers why TSMC was founded. To have an independent supplier who does not compete with its customers.