Taiwan Semiconductor Sales Surge 100% to 70% Market Share as Intel Courts Amazon, Google
Taiwan Semiconductor reported a 100% sales increase driven by AI revenue, securing a 70% share of the advanced processor manufacturing market. Intel is pitching its EMIB and EMIB-T packaging to Amazon and Google as more power-efficient and compact alternatives to TSM’s packaging services, risking shifts in major cloud customers.
1. Robust AI-Driven Sales Growth
Taiwan Semiconductor’s sales jumped 100% last year, driven by a surge in AI-related chip demand, propelling the company to capture roughly 70% of the advanced processor manufacturing market.
2. Competitive Threat from Intel’s Packaging
Intel is pitching its EMIB and EMIB-T packaging to Amazon and Google, promising greater power efficiency and reduced footprint compared with Taiwan Semiconductor’s current offerings. Some potential customers are pausing decisions until Intel confirms its fab expansion and wafer allocation commitments, introducing uncertainty for TSM’s packaging orders.