this is just the first round of negotiations. if apple and qcom capitalize fabs and license processes and pay tsmc to manage fabs, maybe. tsmc needs to extract a lot more $$ for their goodies. why risk deprecation on dedicated fabs. that's just crazy talk.
Stanley_, you make a lot of sense! I wonder why TSMC would need the money offered by Apple/Qualcomm when they can just sell them chips. TSMC is in the drivers set here and they get to steer their own course, everyone else is going to have to get onboard for the ride..
TSMC is one of biggest and most recognized company in Taiwan. It's more than just business and economy. It's national pride. The Taiwan government will not allow TSMC's business decision is influenced by foreign company.
I feel we are all missing a key point here.....As far as we know....Apple and Qualcomm came to TSMC offering to INVEST in TSMC in return for special access to leading-edge capacity.
The key word is invest....in other words Apple and Qualcomm wanted a minority stake in TSMC which they could of course sell at a later date.......as a sort of surety.
I suspect Morris Chang just said: "No you dont get a piece of the company. Just give us your money and we'll let you know when your chips are ready."
I assume 2 reasons that TSMC reject APPLE & QCOM
1. In 1996, UMC co-build 5 8inch fab with 5 different customers, but merged back in 2000 due to these fab utilization were slow down.
2. If TSMC agrees, how TSMC rejects other design house and IDM as a pure play foundry?
My ides is maybe TSMC should follow ASML's strategy to let Apple and QCOM become as stockholders for their first priority wafers foundry.
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