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Wonder whether that impacts contracts like Apple's where they bought out all of the initial 3nm production that TSMC can manage more than a year ago. If not th
by akmarinov 5y ago
Wonder whether that impacts contracts like Apple's where they bought out all of the initial 3nm production that TSMC can manage more than a year ago.
If not that means that Apple will have a competitive advantage on price with other manufacturers that utilize TSMC.
- johnnywasagood 5y agoThere are contracts for years and years ahead so I doubt current price changes will impact Apple or any other major client.
- tyingq 5y agoContracts are what they are, but they don't preclude discussions like "if we honor this as-is, it leads to a situation where we have no incentive to value you as a customer".
- bluGill 5y agoFirm orders years in advance are in general far more valuable than much more expensive orders today. With the years in advance orders you can make plans around them.
- carl_dr 5y agoMacRumors reports this may increase the price of the next iPhone - https://www.macrumors.com/2021/08/26/iphone-13-price-increase-chip-production/ https://www.macrumors.com/2021/08/26/iphone-13-price-increas... Lots of “reportedly”, “may”, “could” in there, of course. (I’m linking that article since the original DigiTimes article is paywalled, and this article quotes from it.)
- noisy_boy 5y agoThat might be the reason for rumours of higher storage (1tb). An excuse to charge 30% more to not only offset increased costs but to increase profit margins.