Kung Linliu

Foundry, IDM and Fabless IC design house Competitive Analysis Kung Linliu

Foundry, IDM and Fabless IC design house Competitive Analysis--AMD's luck over Intel is up to TSMC!Intel 7nm CPU process has been stuck and then AMD takes advantage to expand market share. August 2020, AMD's market share is expected to exceed 20% and continue to move towards 30% because Intel's 7nm process delays. TSMC invests more than 17 billion US dollars for 2020. This budget is used for advanced tool such as EUV lithographic equipment and for engineering resource with more advanced clean room Fab. It is not necessary for IDM to surpass the foundry or IC design house, and vice versa.