


Goldman Sachs predicts Intel will spend US$5.6 billion and US$9.7 billion on TSMC foundry in 2024 and 2025
News from this site on September 4 that although Intel executives are very optimistic about their future roadmap and manufacturing capabilities with advanced processes, investors don’t seem to think so.
Goldman Sachs analysts believe that Intel may further increase the proportion of outsourced products to TSMC in the future.

According to a Goldman Sachs analysis report obtained by Commercial Times, Intel’s outsourcing orders in 2024 and 2025 It is expected to reach US$18.6 billion (currently about 135.222 billion yuan) and US$19.4 billion (currently about 141.038 billion yuan), which may mean that Intel will outsource all products by then, but it is almost impossible to happen.
According to Goldman Sachs, under a more realistic development scenario, TSMC may receive Intel’s US$5.6 billion (currently about 40.712 billion yuan) and US$9.7 billion (currently) from 2024 to 2025. approximately RMB 70.519 billion).
In fact, starting from the second half of 2023, almost all of Intel’s high-volume products will rely on small chip designs. Some of the small chips are produced by Intel, while others are based on TSMC production, but due to Intel’s sales It is a complete product, so you can still get a higher profit margin.
As far as TSMC is concerned, if Goldman Sachs’ data is accurate enough, Intel will account for about 6.4% and 9.4% of TSMC’s total revenue every year, which is basically the same as second only to Apple (accounting for about 23% last year). %) of major customers, which is in line with industry expectations.
Advertising statement: The external jump links (including but not limited to hyperlinks, QR codes, passwords, etc.) contained in the article are used to convey more information and save selection time. The results are for reference only. All articles on the site contain this statement.
The above is the detailed content of Goldman Sachs predicts Intel will spend US$5.6 billion and US$9.7 billion on TSMC foundry in 2024 and 2025. For more information, please follow other related articles on the PHP Chinese website!

Stay informed about the latest tech trends with these top developer newsletters! This curated list offers something for everyone, from AI enthusiasts to seasoned backend and frontend developers. Choose your favorites and save time searching for rel

This tutorial guides you through building a serverless image processing pipeline using AWS services. We'll create a Next.js frontend deployed on an ECS Fargate cluster, interacting with an API Gateway, Lambda functions, S3 buckets, and DynamoDB. Th

This pilot program, a collaboration between the CNCF (Cloud Native Computing Foundation), Ampere Computing, Equinix Metal, and Actuated, streamlines arm64 CI/CD for CNCF GitHub projects. The initiative addresses security concerns and performance lim


Hot AI Tools

Undresser.AI Undress
AI-powered app for creating realistic nude photos

AI Clothes Remover
Online AI tool for removing clothes from photos.

Undress AI Tool
Undress images for free

Clothoff.io
AI clothes remover

Video Face Swap
Swap faces in any video effortlessly with our completely free AI face swap tool!

Hot Article

Hot Tools

Dreamweaver Mac version
Visual web development tools

SAP NetWeaver Server Adapter for Eclipse
Integrate Eclipse with SAP NetWeaver application server.

SublimeText3 Chinese version
Chinese version, very easy to use

MantisBT
Mantis is an easy-to-deploy web-based defect tracking tool designed to aid in product defect tracking. It requires PHP, MySQL and a web server. Check out our demo and hosting services.

DVWA
Damn Vulnerable Web App (DVWA) is a PHP/MySQL web application that is very vulnerable. Its main goals are to be an aid for security professionals to test their skills and tools in a legal environment, to help web developers better understand the process of securing web applications, and to help teachers/students teach/learn in a classroom environment Web application security. The goal of DVWA is to practice some of the most common web vulnerabilities through a simple and straightforward interface, with varying degrees of difficulty. Please note that this software
