📈 Exciting Event: Intel is a customer of TSMC.


About 30% of $INTC wafers are outsourced to $TSM
and they are not old products. Lunar Lake and Arrow Lake, both currently in high demand, are almost entirely manufactured on TSMC's 3nm N3B process.
The most important consumer CPU line from Intel. Built at TSMC.
And even more. Intel is believed to be one of the early adopters of TSMC's next-generation 2nm process, targeting Nova Lake, expected in late 2026 to early 2027.
Intel is not just a customer of TSMC today. They are lining up at the front for tomorrow’s most advanced nodes.
For @TSM@, the blue x86 block in that chart is not just AMD’s volume.
A significant and growing part of it is Intel.
The company whose difficulties are directly fueling TSMC’s revenue growth quarter after quarter.
The ARM layer on top is the new growth vector.
Small in 2021.
Accelerating rapidly from 2025 onward.
This includes Qualcomm, Apple Silicon derivatives, NVIDIA Grace, Amazon Graviton, Microsoft Cobalt, and all custom hyperscaler silicon CPUs that have abandoned x86 for efficiency reasons.
$28B in 2028.
From below $1B in 2018.
Now, the wave of AI agents is coming, and CPU orchestration is the next bottleneck.
Each AI agent needs a CPU to coordinate tasks, manage memory, and route workloads in real time.
What do you think this chart will look like in 10 years?
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