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Taiwan Semiconductor Manufacturing Company Limited Message Board

  • jgentemann jgentemann Aug 29, 2012 5:00 PM Flag

    Id guess INTC is next stop for AAPL apple

    tsm screwed themselves

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    • roc123 wants you to read Chinese.

      • 1 Reply to HankG1030
      • Money Can’t Buy Apple This Supplier’s Love

        By Aabha Rathee | More Articles

        August 29, 2012


        Apple (NASDAQ:AAPL) reportedly offered Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) more than $1 billion to become a dedicated chip producer for the iPhone maker, but was denied. TSMC has said it intends to keep its interests in the rapidly growing smartphone market open. The company also denied an investment bid from Qualcomm (NASDAQ:QCOM), according to Bloomberg.

        Don’t Miss: Who is Apple’s New FRIEND?

        Currently, Apple relies on Samsung for the A-series chips used in its mobile devices, an increasingly uncomfortable scenario considering the intense rivalry the two share in the smartphone market and the legal confrontations they are involved in as a result. Samsung is also a supplier of displays and other device components for Apple.

        TSMC, the world’s largest custom chip maker, already supplies Apple with iPhone and iPad chips through foundry services for Broadcom (NASDAQ:BRCM), CSR, Cirrus Logic (NASDAQ:CRUS), and Qualcomm.

        While TSMC chairman Morris Chang told investors last month he would be happy to devote one or two factories to a single customer, the conditions in the separate deals from Apple and Qualcomm appear to have been unacceptable. Chief financial officer Lora Ho also said that dedicating a plant to a single product or customer was risky, since the client or technology could change.

        “You have to be careful. Once that product migrates, what are going to do with that dedicated fab?” Ho said. “We would like to keep the flexibility.”

        Here is the link in English: http://wallstcheatsheet.com/stocks/money-cant-buy-apple-this-suppliers-love.html/?ref=YF

        Hehe

    • 2012-08-30 01:05 工商時報 涂志豪
       外電報導蘋果及高通有意投資台積電,但台積電已經予以婉拒。此一消息昨日在半導體業界傳開,但多數業者都認為不太合情理,因為,蘋果已有完整的晶片生態系統,高通也已找了聯電、格羅方德(GlobalFoundries)等其它業者代工,

       但是,空穴不來風,蘋果及高通想要投資台積電,其實兩家業者的出發點並不一樣。對蘋果來說,與三星之間的專利大戰雖然贏了第一場戰役,但後續仍有很長的專利戰爭要打,要降低與三星間的依存關係,蘋果當然要找一個新的晶圓代工廠,台積電自然是首選。

       只是對蘋果來說,若轉單如此順利,A5處理器早就下單台積電,但台積電至今仍未拿到蘋果A5代工訂單,這代表蘋果有其它的考量,除了DRAM專利及NAND快閃記憶體的供貨問題外,蘋果需要台積電提供完整的委託設計(NRE)方案,要台積電由晶片設計、晶圓製造、封裝測試、成品出貨全部一手包辦,但這卻與台積電晶圓代工商業模式相互違背。

       台積電是晶圓代工廠,客戶完成晶片設計後,再交給台積電代工製造,若台積電答應為蘋果代工,等於是與現有大客戶高通、輝達(NVIDIA)爭利。基於長遠利益的考量,以及維持產能調配的自主性,台積電當然不能接受蘋果投資,也不適合專門設立產能為其代工。

       高通投資台積電的意圖,其實就比較單純,只是為了要取得足夠產能。高通今年上半年受到28奈米產能短缺衝擊,晶片出貨成長動能停滯,空有滿手訂單卻無貨可出,還有資深高層因此提早退休,所以,高通才會丟出「想要投資晶圓廠」的風向球,希望能夠迫使台積電提供更多產能。

       但對台積電來說,今年拉高資本支出至80億美元以上,積極擴充28奈米產能,為的並不是只有供貨給高通,包括輝達、超微、博通等其它客戶,對28奈米產能也有強勁需求。台積電若接受高通的投資,專門為其設立產線,將無法對其它客戶交待,再者,一旦景氣反轉向下,高通訂單大減,台積電將蒙受損失,這反而傷害到台積電股東權益。

       但由這個市場傳言來看,因為有能力繼續大規模投資先進製程技術開發及產能的半導體廠已經不多,而先進製程產能的嚴重吃緊問題,未來也將持續成為未來晶片供應商或系統業者的惡夢。

 
TSM
20.83+0.21(+1.02%)Aug 22 4:04 PMEDT

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