3 ms·
> If you're TSMC, who are you going to favour - the large single customer who's guaranteeing order size over a period of time, or several smaller customers? Th
by q-big 5y ago
> If you're TSMC, who are you going to favour - the large single customer who's guaranteeing order size over a period of time, or several smaller customers?
This depends on your business strategy: having a single or few customers makes you much more dependent on their whims and their negotiation power. If you have more customers you are in a better position for pricing negotiations.
- melony 5y agoWhen you have a monopoly on a single component, it doesn't matter.
- bigdubs 5y agoBig point of strength for TSMC in negotiations is they're the only fab that can make 3nm chips in volume, which gives them a ton of leverage to push back against Apple.
- JiNCMG 5y agoNothing to negotiation. Apple invested (pre-ordered) before 3nm was built.