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I would suspect the strong dollar is impacting these negotiations. TSMC is probably trying to maintain margins and Apple is bulking at the larger than normal pr
by etempleton 4y ago
I would suspect the strong dollar is impacting these negotiations. TSMC is probably trying to maintain margins and Apple is bulking at the larger than normal price increase.
On one hand Apple doesn’t really have any other partner to go to that can deliver on 3nm or anything equivalent. On the other hand, at this point, does it even matter? Sure, it would be nice, but is it worth the cost?
TSMC also needs to look at it and say Apple accounts for 25% of our business and the most lucrative and prestigious 25% at that. Is it worth potentially harming the relationship?