TSMC Seen As Driving Force Behind Recent AMD, Nvidia Rise, Intel Decline In Data Center Processor Market
Portfolio Pulse from Charles Gross
TSMC is reportedly the driving force behind the recent rise of AMD and Nvidia, and the decline of Intel in the data center processor market, according to industry sources cited by DigiTimes.

May 29, 2023 | 1:18 pm
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POSITIVE IMPACT
AMD benefits from TSMC's driving force in the data center processor market, contributing to its recent rise.
TSMC's role as a driving force in the data center processor market has positively impacted AMD, as it is one of the companies that has seen a rise in this market. This suggests that AMD's partnership with TSMC is beneficial and could lead to further growth.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 75
POSITIVE IMPACT
Nvidia's recent rise in the data center processor market is attributed to TSMC's driving force, according to industry sources.
TSMC's role as a driving force in the data center processor market has positively impacted Nvidia, as it is one of the companies that has seen a rise in this market. This suggests that Nvidia's partnership with TSMC is beneficial and could lead to further growth.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 75
POSITIVE IMPACT
TSMC is seen as the driving force behind the recent rise of AMD and Nvidia, and the decline of Intel in the data center processor market.
TSMC's influence in the data center processor market has led to the rise of AMD and Nvidia, and the decline of Intel. This highlights TSMC's strong position in the market and its ability to shape the competitive landscape, which could lead to further growth for the company.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Intel's decline in the data center processor market is reportedly due to TSMC's influence, which has favored AMD and Nvidia.
TSMC's influence in the data center processor market has led to a decline for Intel, as it has favored AMD and Nvidia. This suggests that Intel may need to adapt its strategy or find new partnerships to regain its position in the market.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 75