TSMC's biggest threat isn't a resurgent Intel

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techcentral.co.za, Jan. 27, 2022 – 

For all the talk about Intel's entry into the chip foundry business, and the world's over-reliance on Taiwan’s TSMC, it's easy to forget there's another competitor plugging away in South Korea.

Samsung Electronics is one of the most ubiquitous gadget companies on the planet, churning out components, displays and even branded products. On Thursday, it sent out signals that its made-to-order chip business isn't to be forgotten, either.

"The company aims to exceed market growth by expanding capacity at advanced nodes, adjusting prices and adding new customers," it said in a statement announcing fourth quarter earnings.

TSMC also said earlier this month that it expects to outpace the broader market in 2022 and is spending a record US$44-billion to allow that to happen. Companies don't tend to tell people if they expect to underperform, but when you have the two biggest names – accounting for at least two-thirds of the foundry market – making the claim, you know they can't all be right.

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