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Nvidia, AMD, Intel, or even another name will lead the chip design industry in the next 5 years? No one has a definitive answer to this question.
In July 2021, Intel held 64% of the data center chip market share, Nvidia 26%, AMD 8%.
Two years later, Nvidia surged to over 66%, Intel dropped to 25%.
No one predicted this change.
In the next 5 years, everything could happen beyond predictions:
Nvidia has a solid position to maintain its leadership.
AMD has its own advantages.
Intel may be “ailing”, but still receives strong support from the US government.
However, no matter who designs the best chip, they will still have to turn to one name for manufacturing: Taiwan Semiconductor Manufacturing Company (TSMC) - the advanced chip manufacturer for AMD, Nvidia and Apple.
We don't know which designer will sell the most chips, but we know one thing: The world needs chips far more advanced than current ones to develop AI.
New data centers need millions of GPUs, replaced every 4-5 years.
These GPUs all need to be manufactured by one entity: TSMC.
Unlike chip designers, TSMC capitalizes on every growth opportunity while bearing less risk:
When demand is high, TSMC produces nearly all the most advanced chips.
When demand is low, it still maintains production of mature chips, helping to limit revenue decline.
In the AI era, computing power is almost the most important factor - and TSMC holds the key to the entire supply chain.
So, Is TSMC really the “king” of the semiconductor industry? Let's analyze with Viet Hustler in today's article.
The Story of TSMC's Formation and Development
TSMC's Business Model
Competitive Advantage Analysis
Financial Health Analysis
Future Prospects & Preliminary Valuation
Risks of Investing in TSMC
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