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
      Lesaka's first profit comes as its merchant business goes backwards - Lincoln Mali

      Lesaka’s first profit comes as its merchant business goes backwards

      10 September 2026
      South Africa's electric car floodgates are opening

      South Africa’s electric car floodgates are opening

      10 September 2026
      SAPS wants to deploy AI bodycams with facial recognition

      SAPS wants to deploy AI bodycams with facial recognition

      10 September 2026
      Disney+ users have a month to move to a new app

      Disney+ users have a month to move to a new app

      10 September 2026
      MTN puts a price on network quality - Ferdi Moolman

      MTN puts a price on network quality

      10 September 2026
    • World
      'This is not circular': Jensen Huang defends $3.5-billion MediaTek deal

      ‘This is not circular’: Jensen Huang defends $3.5-billion MediaTek deal

      2 September 2026
      AI-generated music banned from Australian charts

      AI-generated music banned from Australian charts

      26 August 2026
      Traders brace for a R4.5-trillion swing in Nvidia's value

      Traders brace for a R4.5-trillion swing in Nvidia’s value

      25 August 2026
      Russia building its own Starlink - and faster than expected - Vadym Skibitskyi

      Russia building its own Starlink – and faster than expected

      11 August 2026
      Meta AI will now tell parents if their teen is in crisis

      Meta AI will now tell parents if their teen is in crisis

      17 July 2026
    • In-depth
      Google DeepMind CEO Demis Hassabis. Image: John Sears

      The plan to stop AI from breaking the world

      16 July 2026
      The internet has a Strait of Hormuz problem

      The internet has a Strait of Hormuz problem

      15 July 2026
      AI boom sparks rally, frenzy and fear

      AI boom sparks rally, frenzy and fear

      11 June 2026
      Every plug-in hybrid on sale in South Africa, ranked by price - Lamborghini Temerario

      Every plug-in hybrid on sale in South Africa, ranked by price

      7 June 2026
      What Wi-Fi 8 will mean for wireless networks

      What Wi-Fi 8 will mean for wireless networks

      1 June 2026
    • TCS
      Meet the CIO | Shoprite's Chris Shortt on what a supermarket becomes

      Meet the CIO | Shoprite’s Chris Shortt on what a supermarket becomes

      9 September 2026
      Rubicon's EV charging network is profitable - and growing fast - Watts & Wheels

      Rubicon’s EV charging network is profitable – and growing fast

      8 September 2026
      Winstone Jordaan on building a national EV charging network

      Winstone Jordaan on building a national EV charging network

      2 September 2026
      Watts & Wheels S1E8: 'Tesla lands in Africa, just not here'

      Watts & Wheels S1E8: ‘Tesla lands in Africa, just not here’

      24 August 2026
      TCS | Herotel CEO Van Zyl Botha on beating Starlink to South Africa

      TCS | Herotel CEO Van Zyl Botha on beating Starlink to South Africa

      14 August 2026
    • Opinion
      The fragile joint in the Capitec machine - Pambos Soteriades

      The R197-billion market the banks can’t reach

      25 August 2026
      South African tech's compounding debt problem - Jannie van Zyl

      Management consulting as we know it is over

      21 August 2026
      South African tech's compounding debt problem - Jannie van Zyl

      The most dangerous customer is the quiet one

      10 August 2026
      South African tech's compounding debt problem - Jannie van Zyl

      South African tech’s compounding debt problem

      29 July 2026
      The fragile joint in the Capitec machine - Pambos Soteriades

      Best network, worst vibes: the puzzle of SA telecoms

      20 July 2026
    • Company Hubs
      • 1Stream
      • Africa Data Centres
      • AfriGIS
      • Altron Digital Business
      • Altron Document Solutions
      • Altron Group
      • Arctic Wolf
      • Ascent Technology
      • AvertITD
      • BBD
      • Braintree
      • CallMiner
      • CambriLearn
      • CM.com
      • Contactable
      • CYBER1 Solutions
      • Digicloud Africa
      • Digimune
      • Domains.co.za
      • ESET
      • Euphoria Telecom
      • HOSTAFRICA
      • Incredible Business
      • iONLINE
      • IQbusiness
      • Iris Network Systems
      • Kaspersky
      • LSD Open
      • Mitel
      • NEC XON
      • Netstar
      • Network Platforms
      • Next DLP
      • Ovations
      • Paracon
      • Paratus
      • Q-KON
      • SevenC
      • SkyWire
      • Solid8 Technologies
      • Telit Cinterion
      • Telviva
      • Tenable
      • Vertiv
      • Videri Digital
      • Vodacom Business
      • Vox
      • 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
      • HealthTech
      • Information security
      • Internet and connectivity
      • Internet of Things
      • Investment
      • IT services
      • Lifestyle
      • Policy and regulation
      • Public sector
      • Retail and e-commerce
      • Satellite communications
      • Science
      • SMEs and start-ups
      • Social media
      • Talent and leadership
      • Telecoms
      • Watts & Wheels
    • 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
    Get breaking news on 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

    Add TechCentral as a preferred source on GoogleFollow TechCentral on Google NewsGet breaking news on WhatsApp


    Intel Pat Gelsinger Qualcomm Samsung TSMC
    WhatsApp YouTube
    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

    From foldgate to the iPhone Duo: the strange history of folding phones

    From foldgate to the iPhone Duo: the strange history of folding phones

    10 September 2026
    How much Apple's iPhone Duo will cost in South Africa

    How much Apple’s iPhone Duo will cost in South Africa

    9 September 2026
    Musk's Terafab: 1 300 Loftus Versfeld pitches under one roof

    Musk’s Terafab: 1 300 Loftus Versfeld pitches under one roof

    13 August 2026
    Company News
    Can an online school produce a scientist? CambriLearn has an independent answer

    Can an online school produce a scientist? CambriLearn has an independent answer

    9 September 2026
    The ASUS ExpertCenter Pro ET900N from Altron Arrow

    A petaflop on a desk – rethinking AI infrastructure for South Africa

    9 September 2026
    How dual-source technology is changing laser engraving

    How dual-source technology is changing laser engraving

    8 September 2026
    Opinion
    The fragile joint in the Capitec machine - Pambos Soteriades

    The R197-billion market the banks can’t reach

    25 August 2026
    South African tech's compounding debt problem - Jannie van Zyl

    Management consulting as we know it is over

    21 August 2026
    South African tech's compounding debt problem - Jannie van Zyl

    The most dangerous customer is the quiet one

    10 August 2026

    Subscribe to Updates

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

    Latest Posts
    Lesaka's first profit comes as its merchant business goes backwards - Lincoln Mali

    Lesaka’s first profit comes as its merchant business goes backwards

    10 September 2026
    South Africa's electric car floodgates are opening

    South Africa’s electric car floodgates are opening

    10 September 2026
    SAPS wants to deploy AI bodycams with facial recognition

    SAPS wants to deploy AI bodycams with facial recognition

    10 September 2026
    Disney+ users have a month to move to a new app

    Disney+ users have a month to move to a new app

    10 September 2026
    © 2009 - 2026 NewsCentral Media
    Built and maintained by Chronon
    • 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}