Log in
E-mail
Password
Show password
Remember
Forgot password ?
Become a member for free
Sign up
Sign up
New member
Sign up for FREE
New customer
Discover our services
Settings
Settings
Dynamic quotes 
OFFON

TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED

(2330)
  Report
SummaryChartsNewsRatingsCalendarCompanyFinancialsConsensusRevisions 
SummaryMost relevantAll NewsAnalyst Reco.Other languagesPress ReleasesOfficial PublicationsSector newsMarketScreener Strategies

Intel details mixed-source chip strategy and TSMC partnerships

08/19/2021 | 09:11am EST
FILE PHOTO: The Intel logo is displayed on computer screens

(Reuters) - Intel Corp on Thursday gave new details of its turnaround strategy to source subcomponents of its chips from external factories, including new specifics of partnerships with rival Taiwan Semiconductor Manufacturing Co (TSMC).

Intel is one of the few remaining semiconductor firms that still designs and manufactures its own chips. But it lost its lead in making the fastest chips to TSMC, which focuses on manufacturing designs from outside firms, after missteps in its manufacturing operations.

Intel Chief Executive Pat Gelsinger earlier this year outlined the company's strategy https://www.reuters.com/technology/intel-build-qualcomm-chips-aims-catch-foundry-rivals-by-2025-2021-07-26 to regain its footing in manufacturing by 2025. But in the meantime, Intel is trying to prevent further erosion of its chip market share by rivals such as Advanced Micro Devices Inc and Nvidia Corp, who have faster offerings.

Part of Intel's answer involves tapping rivals like TSMC for subcomponents of chips called "tiles" and stitching those together in Intel's own factories with packaging technology. Intel on Thursday said its new "Ponte Vecchio" chip will use key tiles made with TMSC's "N5" and "N7" chipmaking technologies, placed on top of an Intel-made base.

The "Ponte Vecchio" chip's first major use will be in a supercomputer that Intel is building for the U.S. Department of Energy.

Raja Koduri, senior vice president of Intel's accelerated computing systems and graphics group, conceded it had been years since Intel challenged Nvidia at speeding up artificial intelligence software, a market that has powered much of the chip industry's expansion in recent years.

Koduri said the "Ponte Vecchio" chip is faster than Nvidia's offerings at some of those tasks.

"For a decade, we let them just have free reign," Koduri said. "That ends now."

Intel earlier this week also gave a new name to its graphics chips that will challenge Nvidia's other major market of video gaming.

Intel said Thursday its "Alchemist" graphics chips will be made by TSMC using the latter's newly named "N6" chipmaking technology, an upgraded version of its "N7" technology. Reuters reported in January https://www.reuters.com/world/asia-pacific/intel-graphics-chip-will-tap-new-version-tsmc-7-nanometer-process-sources-2021-01-12 that Intel would use TSMC's upgraded technology.

(Reporting by Stephen Nellis in San Francisco; Editing by David Holmes)

By Stephen Nellis


ę Reuters 2021
Stocks mentioned in the article
ChangeLast1st jan.
ADVANCED MICRO DEVICES, INC. -5.60% 142.136 Delayed Quote.62.59%
INTEL CORPORATION 0.20% 49.53 Delayed Quote.-0.64%
MSCI TAIWAN (STRD) 1.40% 723.928 Real-time Quote.18.81%
NVIDIA CORPORATION -5.27% 303.8821 Delayed Quote.146.08%
TAIWAN SEMICONDUCTOR CO., LTD. 3.33% 77.5 End-of-day quote.24.60%
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED -1.14% 608 End-of-day quote.14.72%
All news about TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
05:31aTaiwan Semiconductor Manufacturing Faces Labor Shortage for $7 Billion JV with Sony in ..
MT
12/02TAIWAN SEMICONDUCTOR MANUFACTURING : Announcement for the disposal of fixed income securit..
PU
12/01TAIWAN SEMICONDUCTOR MANUFACTURING : Announcement for the acquisition of fixed income secu..
PU
11/30GlobalFoundries forecasts upbeat sales on booming chip demand
RE
11/30TSMC, GlobalFoundries to Benefit From Global Scramble to Secure Supply of Chips, BofA S..
MT
11/30TAIWAN SEMICONDUCTOR MANUFACTURING : Announcement for the disposal of fixed income securit..
PU
11/30TAIWAN SEMICONDUCTOR MANUFACTURING : Announcement of the major terms of the 7th issue of u..
PU
11/30TAIWAN SEMICONDUCTOR MANUFACTURING : TSMC's Fab 12 Obtains UL 2799, the Highest Platinum R..
PU
11/30TAIWAN SEMICONDUCTOR MANUFACTURING : TSMC Launches the First Hydrofluoric Acid Waste Regen..
PU
11/30TAIWAN SEMICONDUCTOR MANUFACTURING : TSMC's First System of Waste Intelligent Fast Track (..
PU
More news
Analyst Recommendations on TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
More recommendations
Financials
Sales 2021 1 586 B 57 255 M 57 255 M
Net income 2021 591 B 21 344 M 21 344 M
Net cash 2021 231 B 8 346 M 8 346 M
P/E ratio 2021 26,6x
Yield 2021 1,74%
Capitalization 15 766 B 568 B 569 B
EV / Sales 2021 9,79x
EV / Sales 2022 8,22x
Nbr of Employees 48 752
Free-Float 93,6%
Chart TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Duration : Period :
Taiwan Semiconductor Manufacturing Company Limited Technical Analysis Chart | 2330 | TW0002330008 | MarketScreener
Technical analysis trends TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Short TermMid-TermLong Term
TrendsNeutralNeutralNeutral
Income Statement Evolution
Consensus
Sell
Buy
Mean consensus BUY
Number of Analysts 32
Last Close Price 608,00 TWD
Average target price 761,58 TWD
Spread / Average Target 25,3%
EPS Revisions
Managers and Directors
Che Chia Wei Vice Chairman & Chief Executive Officer
Wendell Huang Chief Financial Officer & Vice President
Te Yin Liu Chairman
Yung Ching Hou Vice President-Research & Development
J. K. Lin SVP-Information Technology & Materials Management
Sector and Competitors
1st jan.Capi. (M$)
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED14.72%574 508
NVIDIA CORPORATION146.08%803 150
BROADCOM INC.26.70%227 397
INTEL CORPORATION-0.64%201 317
QUALCOMM, INC.16.21%198 274
ADVANCED MICRO DEVICES, INC.62.59%181 963