11–20 of 271 posts
TSMC charging 6% more for the 3nm process seems reasonable. Article notes Apple accounts for 25% of their revenue and says this gives them leverage over TSMC but aren't they the only 3nm player in town?
2. But its awesome that apple can say no to price hikes. This is good economics for end users and its a reason why capitalism and markets are often good and produce lower prices
TSMC charging 6% more for the 3nm process seems reasonable. Article notes Apple accounts for 25% of their revenue and says this gives them leverage over TSMC but aren't they the only 3nm player in town?
It would be interesting to see what would happen if TSMC could fill the capacity with other orders. Quite possible, as it seems to be the most sought chipmaker. What would Apple do in that case? Samsung doesn’t come close to TSMC just yet.
They're probably both flexing. TSMC is so valuable because Apple's reserved high end high volume orders allows them to expand capacity, Apple probably also is a tester for new tech. They'll both come to terms in some middle ground. Apple has history of such flexing to force other parties to play nice.
What other options does Apple have? Intel doesn’t manufacture ARM chips (yet) and Samsung is 1+ process nodes behind the upcoming TSMC N3E
What other options does Apple have? Intel doesn’t manufacture ARM chips (yet) and Samsung is 1+ process nodes behind the upcoming TSMC N3E
1. Crazy to me to think apple can't absorb 6% price hike on chips. their margins are usually so high. 2. But its awesome that apple can say no to price hikes. This is good economics for end users and its a reason why capitalism and markets are often good and produce lower prices
What other options does Apple have? Intel doesn’t manufacture ARM chips (yet) and Samsung is 1+ process nodes behind the upcoming TSMC N3E
1. Crazy to me to think apple can't absorb 6% price hike on chips. their margins are usually so high. 2. But its awesome that apple can say no to price hikes. This is good economics for end users and its a reason why capitalism and markets are often good and produce lower prices
1. Crazy to me to think apple can't absorb 6% price hike on chips. their margins are usually so high. 2. But its awesome that apple can say no to price hikes. This is good economics for end users and its a reason why capitalism and markets are often good and produce lower prices