The rise of TSMC and the tragic decline of Intel, Part 2
intelligentsia.substack.com
I’ve written in the past about TSMC’s revenues and how they’ve been growing extraordinarily fast, and how the company could easily blow past Intel’s current 2022 revenues expected to be at around $70B. I am predicting TSMC is on schedule to do that this year, whereas Intel’s revenues are at best flat for the year. TSMC delivered $18B in revenue for Q2. Revenue grew some 40 percent year-over-year. Compare this to Intel with $15B in revenue, down 17 percent YoY. I believe TSMC could do as much $90B this year. In the past four quarters, Intel’s revenues were about $76B. No matter how you look at TSMC, this is insane growth! Just a mere 10 years ago, TSMC's revenues were $17B for the entire year. The company has now generated that entire amount in a single quarter. This is absolutely stunning and so far there doesn’t seem to be any let-up in this growth.
The rise of TSMC and the tragic decline of Intel, Part 2
The rise of TSMC and the tragic decline of…
The rise of TSMC and the tragic decline of Intel, Part 2
I’ve written in the past about TSMC’s revenues and how they’ve been growing extraordinarily fast, and how the company could easily blow past Intel’s current 2022 revenues expected to be at around $70B. I am predicting TSMC is on schedule to do that this year, whereas Intel’s revenues are at best flat for the year. TSMC delivered $18B in revenue for Q2. Revenue grew some 40 percent year-over-year. Compare this to Intel with $15B in revenue, down 17 percent YoY. I believe TSMC could do as much $90B this year. In the past four quarters, Intel’s revenues were about $76B. No matter how you look at TSMC, this is insane growth! Just a mere 10 years ago, TSMC's revenues were $17B for the entire year. The company has now generated that entire amount in a single quarter. This is absolutely stunning and so far there doesn’t seem to be any let-up in this growth.