The reverse effect of the broken core appeared in Apple officially announced, and foreign media said that TSMC had no choice
In the world's chip foundries, with TSMC's leading process and high yield, a group of chip manufacturers represented by TSMC not only accounts for more than 55% of the foundry market, firmly occupies the leading position in the foundry industry, but also controls the pricing of foundries.
TSMC has raised the selling prices of contract foundries several times in recent years to make up for labor, materials and R&D expenses. Although many downstream users complained that they expected TSMC to profit from it, they all ended up in a compromise way, even Apple.
Recently, TSMC announced again"In moderation"The price was raised, and said that the parity of each chip in 2023 was ***3%, which means that *** is not less than 3%.
However, TSMC crashed into each other this time"Iron plate"Above. A number of digital blogs have revealed that TSMC is planning to adjust the grid, and Apple has officially stated that it will not agree.
After all, TSMC is the largest customer, and it can create at least 100 billion yuan of revenue for the company a year.
As a result, TSMC is in intense talks with Apple. However, in the talks between Apple and TSMC, TSMC was widely seen as the stronger one, and finally had to make concessions. There are two reasons for this.
First of all, there appeared"Chip ban"The danger that comes with it. Huawei used to be TSMC's second largest customer after Apple, but after the United States imposed a series of restrictions on it, TSMC no longer provided foundries to Huawei.
Although TSMC Liu Deyin said that Huawei's losses will not affect it, other users will soon fill the gap. However, the effect is clear: due to the loss of Chinese consumers such as Huawei, TSMC's dependence on important orders from the United States has increased significantly, and its top 10 customers are now basically American companies.
In the face of Huawei and the United States, TSMC also has full confidence in reaching an agreement with it. And now, Huawei has neither an order nor a threat from Apple, and has the absolute initiative, even if TSMC knows itself"The shop is a big bully", and there is nothing to be done.
Secondly, since the beginning of 2022, due to the severe shortage of production capacity in the semiconductor industry, American semiconductor companies, including Qualcomm and Intel, have placed a large number of orders for TSMC, forcing TSMC to stop production of some EUV lithography machines to reduce operating expenses, such as energy consumption.
At this time, Apple has also become an important pillar for TSMC to improve its process level. However, not long ago, Apple suddenly announced that it would delay the launch of new products such as A16 and A17 due to the high cost of TSMC's N3 process. It's clear that Apple probably doesn't want to bear TSMC's high research costs alone without Huawei.
In this case, TSMC raised prices, obviously without a clear goal, which is tantamount to touching Apple"Reverse scales"and, most likely, will not be given in the end.
From the above in-depth analysis, it is easy to find that a Chinese company like Huawei"Sharpen your head", which has had a great impact on TSMC, is regarded by the outside world as TSMC has no choice.
In contrast, for Apple, it has completely broken with TSMC due to pricing issues, and there is no other option. You must know that Samsung has been competing with TSMC in cutting-edge technology for some time, and has long placed orders with Apple"Coveted"For a long time. In the next few years, Apple may support Samsung to help it catch up with TSMC in terms of yield and technology.
In addition, the United States has received strong support from Apple. TSMC spent $12 billion ($12 billion) in the United States to build a 5 nm chip (5 nm), but the United States did not consider it a reality"own people", and after TSMC (Total Tastor) settled in the United States, the United States (Taiwan) revealed it"True face"。
For example, in terms of subsidies, semiconductor companies such as Intel in the United States have different treatment from TSMC;In addition, the U.S. has also conducted a survey of Korean companies such as Samsung and SK hynix"Amnesty", enabling its Chinese branch to equip EUV lithography machines, but TSMC is still unable to expand production capacity and build new high-tech production lines in the mainland.
In this regard, TSMC can be said to be very angry. The resulting speculation about the stock prices of Apple and TSMC is obvious, and TSMC will not have any chance if the United States withdraws.
Industry insiders said that the best way for TSMC to stand up should be to reduce its over-reliance on American technology and work more closely with the mainland's chip market. Taiwan Province is an important part of our country, so TSMC's return to the mainland is correct, and only China, we can guarantee that TSMC's legitimate rights will not be undermined by countries around the world.
Who would have thought that not long ago, Liu Deyin, chairman of TSMC, openly expressed his hostility towards the mainland in an exclusive interview with CNN, not only clamoring that "no one wants to use force to control TSMC," but also said that TSMC's revenue in the mainland only has a share of about 10 percent. He doesn't even take you seriously.
Now TSMC is in front of an American company like Apple"Eat deflated"This is nothing more than a form of self-deception.