Close Menu
TechCentralTechCentral

    Subscribe to the newsletter

    Get the best South African technology news and analysis delivered to your e-mail inbox every morning.

    Facebook X (Twitter) YouTube LinkedIn
    WhatsApp Facebook X (Twitter) LinkedIn YouTube
    TechCentralTechCentral
    • News
      Post Office still faces liquidation risk as policy rift widens - Mondli Gungubele

      Post Office still faces liquidation risk as policy rift widens

      9 February 2026
      SABC says it can't afford to cover the next election

      SABC says it can’t afford to cover the next election

      9 February 2026
      Home affairs' R10 ID fee is forcing companies to rethink identity verification

      Home affairs’ R10 ID fee is forcing companies to rethink identity verification

      9 February 2026
      Tech salaries in South Africa are bouncing back

      Tech salaries in South Africa are bouncing back

      9 February 2026
      Vumatel tops a million subscribers in South African broadband milestone - Dietlof Mare

      Vumatel tops a million subscribers in South African broadband milestone

      9 February 2026
    • World
      EU regulators take aim at WhatsApp

      EU regulators take aim at WhatsApp

      9 February 2026
      Musk hits brakes on Mars mission

      Musk hits brakes on Mars mission

      9 February 2026
      Crypto firm accidentally sends R700-billion in bitcoin to its users

      Crypto firm accidentally sends R700-billion in bitcoin to its users

      8 February 2026
      AI won't replace software, says Nvidia CEO amid market rout - Jensen Huang

      AI won’t replace software, says Nvidia CEO amid market rout

      4 February 2026
      Apple acquires audio AI start-up Q.ai

      Apple acquires audio AI start-up Q.ai

      30 January 2026
    • In-depth
      How liberalisation is rewiring South Africa's power sector

      How liberalisation is rewiring South Africa’s power sector

      21 January 2026
      The top-performing South African tech shares of 2025

      The top-performing South African tech shares of 2025

      12 January 2026
      Digital authoritarianism grows as African states normalise internet blackouts

      Digital authoritarianism grows as African states normalise internet blackouts

      19 December 2025
      TechCentral's South African Newsmakers of 2025

      TechCentral’s South African Newsmakers of 2025

      18 December 2025
      Black Friday goes digital in South Africa as online spending surges to record high

      Black Friday goes digital in South Africa as online spending surges to record high

      4 December 2025
    • TCS
      TCS+ | How Cloud On Demand is helping SA businesses succeed in the cloud - Xhenia Rhode, Dion Kalicharan

      TCS+ | Cloud On Demand and Consnet: inside a real-world AWS partner success story

      30 January 2026
      Watts & Wheels S1E3: 'BYD's Corolla Cross challenger'

      Watts & Wheels S1E3: ‘BYD’s Corolla Cross challenger’

      30 January 2026
      Watts & Wheels S1E3: 'BYD's Corolla Cross challenger'

      Watts & Wheels S1E2: ‘China attacks, BMW digs in, Toyota’s sublime supercar’

      23 January 2026

      TCS+ | Why cybersecurity is becoming a competitive advantage for SA businesses

      20 January 2026
      Watts & Wheels S1E3: 'BYD's Corolla Cross challenger'

      Watts & Wheels: S1E1 – ‘William, Prince of Wheels’

      8 January 2026
    • Opinion
      South Africa's skills advantage is being overlooked at home - Richard Firth

      South Africa’s skills advantage is being overlooked at home

      29 January 2026
      Why Elon Musk's Starlink is a 'hard no' for me - Songezo Zibi

      Why Elon Musk’s Starlink is a ‘hard no’ for me

      26 January 2026
      South Africa's new fibre broadband battle - Duncan McLeod

      South Africa’s new fibre broadband battle

      20 January 2026
      AI moves from pilots to production in South African companies - Nazia Pillay SAP

      AI moves from pilots to production in South African companies

      20 January 2026
      South Africa's new fibre broadband battle - Duncan McLeod

      ANC’s attack on Solly Malatsi shows how BEE dogma trumps economic reality

      14 December 2025
    • Company Hubs
      • Africa Data Centres
      • AfriGIS
      • Altron Digital Business
      • Altron Document Solutions
      • Altron Group
      • Arctic Wolf
      • AvertITD
      • Braintree
      • CallMiner
      • CambriLearn
      • CYBER1 Solutions
      • Digicloud Africa
      • Digimune
      • Domains.co.za
      • ESET
      • Euphoria Telecom
      • Incredible Business
      • iONLINE
      • IQbusiness
      • Iris Network Systems
      • LSD Open
      • NEC XON
      • Netstar
      • Network Platforms
      • Next DLP
      • Ovations
      • Paracon
      • Paratus
      • Q-KON
      • SevenC
      • SkyWire
      • Solid8 Technologies
      • Telit Cinterion
      • Tenable
      • Vertiv
      • Videri Digital
      • Vodacom Business
      • Wipro
      • Workday
      • XLink
    • Sections
      • AI and machine learning
      • Banking
      • Broadcasting and Media
      • Cloud services
      • Contact centres and CX
      • Cryptocurrencies
      • Education and skills
      • Electronics and hardware
      • Energy and sustainability
      • Enterprise software
      • Financial services
      • Information security
      • Internet and connectivity
      • Internet of Things
      • Investment
      • IT services
      • Lifestyle
      • Motoring
      • Public sector
      • Retail and e-commerce
      • Satellite communications
      • Science
      • SMEs and start-ups
      • Social media
      • Talent and leadership
      • Telecoms
    • Events
    • Advertise
    TechCentralTechCentral
    Home » World » TSMC’s biggest threat isn’t a resurgent Intel

    TSMC’s biggest threat isn’t a resurgent Intel

    By Tim Culpan27 January 2022
    Twitter LinkedIn Facebook WhatsApp Email Telegram Copy Link
    News Alerts
    WhatsApp
    Workers in a TSMC chip fab in Taiwan

    For all the talk about Intel’s entry into the chip foundry business, and the world’s over-reliance on Taiwan’s TSMC, it’s easy to forget there’s another competitor plugging away in South Korea.

    Samsung Electronics is one of the most ubiquitous gadget companies on the planet, churning out components, displays and even branded products. On Thursday, it sent out signals that its made-to-order chip business isn’t to be forgotten, either.

    “The company aims to exceed market growth by expanding capacity at advanced nodes, adjusting prices and adding new customers,” it said in a statement announcing fourth quarter earnings.

    Samsung’s confidence ought to be taken seriously. Its technology isn’t very far behind TSMC’s

    TSMC also said earlier this month that it expects to outpace the broader market in 2022 and is spending a record US$44-billion to allow that to happen. Companies don’t tend to tell people if they expect to underperform, but when you have the two biggest names — accounting for at least two-thirds of the foundry market — making the claim, you know they can’t all be right.

    Yet Samsung’s confidence ought to be taken seriously. Its technology isn’t very far behind TSMC’s, and even matches or beats it in some regards, while it’s been successful in quietly building its client list and offering an alternative to its Taiwanese competitor.

    That focus helped Samsung’s foundry division post record sales, it said on Thursday without giving a figure.

    Capex

    Traditionally, most of its capital expenditure in semiconductors, amounting to ₩43.6-trillion (US$36-billion) last year, goes towards memory chips. That’s a product type that TSMC and Intel barely touch. But both rivals do face competition, not only from Samsung’s foundry business, but its System LSI division. That’s just a fancy term for the unit which makes non-memory chips such as processors, sensors and display components. This part of the company also posted record sales for the quarter.

    Every chip developed and made internally by Samsung is one not designed by a rival like Qualcomm and sent to TSMC for manufacture. So growth here is also a risk, even if it’s not directly stealing a foundry customer. This division is also expanding its horizons and partnering with TSMC clients such as AMD.

    This month, it launched Exynos 2200, the latest in its line up of smartphone chips, which features graphics technology developed by AMD. A win-win for both companies. That introduction faced a bit of controversy earlier in the month when its product event didn’t go ahead as scheduled, but that’s likely to be a short-term marketing hiccup.

    Intel CEO Pat Gelsinger

    Then there’s Intel. The US chip leader is unique in that its business is built around designing and manufacturing almost all of its own chips, and not taking orders from external clients. But its new CEO, Pat Gelsinger, decided last year that he, too, wants to be a player in the foundry market. So at some point he’ll be needing to steal clients from TSMC and Samsung.

    That’s not going to happen anytime soon. In its earnings conference on Wednesday, the company talked about its coming foundry business, but admitted that most of its capacity to supply outside customers won’t come online for a few more years. With the world facing a chip shortage today, and TSMC working furiously to expand capacity and keep its technology at the leading edge, Samsung sees a clear window of opportunity and is ready to pounce.

    With such a showdown on the cards, it’s shaping up to be a very exciting year for the world’s semiconductor giants.  — (c) 2022 Bloomberg LP



    Intel Pat Gelsinger Qualcomm Samsung TSMC
    WhatsApp YouTube Follow on Google News Add as preferred source on Google
    Share. Facebook Twitter LinkedIn WhatsApp Telegram Email Copy Link
    Previous Article10 ways out of South Africa’s crippling mess
    Next Article Tesla Cybertruck won’t be launched this year

    Related Posts

    Smartphone market hit by deepening memory crisis

    Smartphone market hit by deepening memory crisis

    5 February 2026
    China's Haier takes aim at Samsung, LG and Hisense in South Africa

    China’s Haier takes aim at Samsung, LG and Hisense in South Africa

    3 February 2026
    Chip shortage will get worse, Samsung warns

    Chip shortage will get worse, Samsung warns

    29 January 2026
    Company News
    Xiaomi Redmi Note 15 Series launches with podcast recorded at Tugela Falls

    Xiaomi Redmi Note 15 Series launches with podcast recorded at Tugela Falls

    9 February 2026
    Paratus lights up new East Africa fibre highway linking Goma and Mombasa

    Paratus lights up new East Africa fibre highway linking Goma and Mombasa

    9 February 2026
    The new way of working - an Mweb study

    The new way of working – an Mweb study

    9 February 2026
    Opinion
    South Africa's skills advantage is being overlooked at home - Richard Firth

    South Africa’s skills advantage is being overlooked at home

    29 January 2026
    Why Elon Musk's Starlink is a 'hard no' for me - Songezo Zibi

    Why Elon Musk’s Starlink is a ‘hard no’ for me

    26 January 2026
    South Africa's new fibre broadband battle - Duncan McLeod

    South Africa’s new fibre broadband battle

    20 January 2026

    Subscribe to Updates

    Get the best South African technology news and analysis delivered to your e-mail inbox every morning.

    Latest Posts
    Post Office still faces liquidation risk as policy rift widens - Mondli Gungubele

    Post Office still faces liquidation risk as policy rift widens

    9 February 2026
    SABC says it can't afford to cover the next election

    SABC says it can’t afford to cover the next election

    9 February 2026
    Home affairs' R10 ID fee is forcing companies to rethink identity verification

    Home affairs’ R10 ID fee is forcing companies to rethink identity verification

    9 February 2026
    EU regulators take aim at WhatsApp

    EU regulators take aim at WhatsApp

    9 February 2026
    © 2009 - 2026 NewsCentral Media
    • Cookie policy (ZA)
    • TechCentral – privacy and Popia

    Type above and press Enter to search. Press Esc to cancel.

    Manage consent

    TechCentral uses cookies to enhance its offerings. Consenting to these technologies allows us to serve you better. Not consenting or withdrawing consent may adversely affect certain features and functions of the website.

    Functional Always active
    The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
    Preferences
    The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
    Statistics
    The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
    Marketing
    The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
    • Manage options
    • Manage services
    • Manage {vendor_count} vendors
    • Read more about these purposes
    View preferences
    • {title}
    • {title}
    • {title}