One of the most important companies in the world is TSMC. It is to chipmaking what Amazon AWS is to software developers. Yes, you write your codes and you need a place to host the website, AWS offers that. Today, you craft your silicon and you need a place to fabricate the chip, TSMC offers that.
But since making microprocessors is increasingly becoming a “software business” [yes, hardware descriptive language or VHDL], making chips is no more for Qualcomm, Intel, Analog Devices, and Texas Instruments alone. Google has joined the party, via ARM chipsets, because everyone can do everything once you have the foundational stack up and running.
ARM + TSMC = Massive dislocation in the world of hi-tech.
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Google is right: you need to have control of your hardware to make great products by integrating the software and hardware systems better. That is the Apple advantage: exclusive software running on proprietary hardware and engineered end-to-end by one company.
The destination? “Google plans to roll out the CPUs for laptops and tablets, which will run on the company’s Chrome operating system, in around 2023”. Yes, better Google products and services.
Silicon crafters, Google is open for business!
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