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  • semi_equip_junkie semi_equip_junkie Nov 20, 2012 10:01 PM Flag

    Idiots sell on Good News.

    Is that what you want ?- anybody can make ARM chips and #$%$ margins away -
    no big deal...
    just to get Apple business overall margins are declining significantly...
    and as you can see TSMC is getting an UPGRADE though margins are declining.
    Intel made tons $ riding "mobility" with servers - did it matter to analysts?
    No - because it's not ARM -

    Apple orders seen squeezing TSMC’s gross margins
    By semi_equip_junkie . Oct 26, 2012 2:57 PM . Permalink

    My guess both Apple and TSMC split the margin pressure - nowadays there is no easy switching from one foundry to the other.
    Samsung might be glad getting rid of Apple - Apple served Samsung's needs by making Samsung a serious competitor and building capacity.
    Samsung will have no problem filling capacity - if necessary with captive production.

    Apple orders seen squeezing TSMC’s gross margins
    October 25, 2012, 11:02 PM

    Barclays Capital upgraded Taiwan Semiconductor Manufacturing Co. TSM +1.20% TW:2330 +2.95% to overweight from equal weight Friday, saying that short-term cyclical concerns were already priced in and that it will maintain its global leadership in metal castings on expected orders from Apple in the first quarter of 2014.
    metal castings = that happens when a Komputa translates


    But the brokerage said a lower gross margin of 35%-40% on Apple’s AAPL -2.81% orders would drag on TSMC’s estimated gross margins of 40%-45% for 2014-2015.

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