We recently heard that TSMC is achieving the largest demand for chips by informing customers, as they are increasing the contract price by up to 20%. That's bad news for the likes of AMD, but Apple doesn't seem to worry: Cupertino's status as the company's biggest customer has made it favourite, so its price is up just 3%.
In the past month, reports that TSMC previously informed its customers of a 20% increase seem to indicate that the current shortage of GPUs, CPUs, consoles, phones, etc. will not decrease Soon. Even worse, the retail price will go up as a result.
But TSCM does not appear to want to penalize its primary customer, Apple, at a higher cost. According to Lu Xingzhi, a semiconductor analyst (via ITHome), Cupertino-based orders account for more than one-fifth of TSMC's revenue, explaining why its price is only 3% higher while other customers are paying 20% more. Act. TSMC is raising its price for Apple chips by 3%, while others have increased by 20%, and TSMC's support for Apple is not surprising. It is reported that the American company has ordered more than 100 million A15 Bionic chips from its suppliers (hopefully) to ensure that the iPhone 13 does not have the same issues that have excluded many products from graphics cards these days. PlayStation 5 console problems. .
We've also heard that Intel and Apple are the first to adopt the TSMC 3nm (N3) process node when mass production begins, possibly in the second half of 2022. However, we've also heard that Intel provided most of the production capacity for this node.
It will be interesting to see if the iPhone 13 and the latest MacBook Pro M1X is more expensive than expected due to a 3% increase. We'll find out if it will be revealed in the next few weeks.
Solid Image Credit: Laura Oakle
TSMC raises the price of its chips for Apple by 3% while others see a 20% increase