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Lucent Chang
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re: Report: TSMC rebuffs Apple, Qualcomm
Lucent Chang   8/31/2012 9:37:43 AM
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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.

Peter Clarke
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re: Report: TSMC rebuffs Apple, Qualcomm
Peter Clarke   8/31/2012 10:35:40 AM
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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."

wilber_xbox
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re: Report: TSMC rebuffs Apple, Qualcomm
wilber_xbox   8/31/2012 12:28:29 PM
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forecast or idea for another rumor mill? Maybe business opportunity for Intel to cage a star customer.

Stanley_
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re: Report: TSMC rebuffs Apple, Qualcomm
Stanley_   8/31/2012 2:10:07 PM
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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.

Robotics Developer
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re: Report: TSMC rebuffs Apple, Qualcomm
Robotics Developer   8/31/2012 11:56:20 PM
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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..

HS_SemiPro
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re: Report: TSMC rebuffs Apple, Qualcomm
HS_SemiPro   9/2/2012 2:31:16 AM
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Looks like a good opportunity for Global foundry here, if they have the goods, now is the time to show.

bobbytsai
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re: Report: TSMC rebuffs Apple, Qualcomm
bobbytsai   9/2/2012 5:13:19 AM
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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.

escher
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re: Report: TSMC rebuffs Apple, Qualcomm
escher   9/3/2012 5:35:10 AM
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As Jerry Sanders famously said: "Real men own fabs". Perhaps Qualcomm is regretting not building its own manufacturing line in the US.

ip2design
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re: Report: TSMC rebuffs Apple, Qualcomm
ip2design   9/3/2012 5:58:08 AM
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It's time to Apple to build its own Fab or get closer to Intel. Skills are still there and there is enough money at the bank.

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