TSMC vs Intel vs Samsung FinFETs
By definition the pure-play foundry business model separates the design and manufacturing of a semiconductor device. TSMC was the first dedicated (pure-play) foundry which enabled the incredible fabless semiconductor ecosystem we have today. If not for the fabless business model we would not have the supercomputer class mobile devices in our pockets. We, as integral parts of the fabless semiconductor ecosystem, have changed the world, absolutely.
So the question is: As an executive for a fabless semiconductor company, why would you even consider turning back the clock and renting fab space from an IDM (a company that both designs and manufactures semiconductor devices)?
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