Apple Has Reportedly Rejected TSMC's Chip Price Hike of 6%

Post by jvolkman » Wed, Sep 28, 2022, 3:07 PM UTC

discordance wrote: post #62

atonse wrote: post #6

I'd love to be a fly on the wall during these negotiations. Just to see what the heck they even talk about, what information each party comes armed with, and what kinds of concessions get offered. I mean it isn't just a "we'll lower this" I bet there's lots of juicy confidential future roadmap stuff, things like "Ok we'll help you invest in this _____ tech and machinery but you have to knock off half a cent" or who k…

There was a post on HN a few days ago showing the negotation emails between Jobs and NewsCorp/James Murdoch: https://news.ycombinator.com/item?id=5752212

Post by Someone » Wed, Sep 28, 2022, 3:07 PM UTC

mrweasel wrote: post #103

madeofpalk wrote: post #96

Earlier quoted context omitted.

It appears they both equally need each other. If TMSC rejects Apple, what is Apple going to do? Use Intel chips in iPhones?

I'm half expecting Intel to start producing chips for others in the coming years. However I doubt that it's as simple as sending Intel the blueprints for the M3, there has to be some re-tooling on both ends I believe.

Post by Hamuko » Wed, Sep 28, 2022, 3:10 PM UTC

jaywalk wrote: post #117

matwood wrote: post #64

Earlier quoted context omitted.

> Apple is cutting back iPhone Pro production [1] No, iPhone Pro demand is very strong. The regular iPhone demand appears soft or didn't ramp up. None is this is a surprise since early adopters would likely be the same who buy the Pros.

I think the iPhone 14 Plus was a huge miss for them. Anyone who wants a bigger phone probably also wants the Pro. Wouldn't be surprised if there is no iPhone 15 Plus.

Post by Maursault » Wed, Sep 28, 2022, 3:14 PM UTC

ren_engineer wrote: post #97

andreime wrote: post #88

Earlier quoted context omitted.

You think it's possible apple builds a new fab (they have none) and immediately jumps to better than TSMC 5nm?

fabs take years to build. The only real option Apple would have is some kind of joint venture with Intel and maybe try to bring in the US Department of Defense or US government in general to push the whole chip national security talking point and get more funding

Post by Someone » Wed, Sep 28, 2022, 3:17 PM UTC

meragrin_ wrote: post #46

nspattak wrote: post #8

Earlier quoted context omitted.

When you buy such a huge part of the available capacity then you are in the position to bargain like this, unlike "smaller" clients.

But TSMC can delay 3nm until it has the clients. Enough of the "smaller" players will eventually want and pay for it. Apple is far more dependent on TSMC than TSMC is on Apple. Where else is Apple going to go to realistically? It would likely take 3-5 years to fund another competitor to bring it up to what is needed.