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abraxalito
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re: Report: TSMC rebuffs Apple, Qualcomm
abraxalito   8/31/2012 5:43:07 AM
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Its clear from reading the article that Apple and Qualcomm aren't coming to TSMC as customers. Customers would form an orderly queue and wait in line like everybody else does.

abraxalito
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re: Report: TSMC rebuffs Apple, Qualcomm
abraxalito   8/31/2012 5:40:45 AM
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Obviously money is not king here or Apple and Qualcomm wouldn't come a-knocking. They've been caught short and think they can just buy their way out. They'll need to think again.

abraxalito
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re: Report: TSMC rebuffs Apple, Qualcomm
abraxalito   8/31/2012 5:36:49 AM
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Mr Chang is sitting pretty knowing that he's holding the aces here. Those guys will come back with better deals, given time.

abraxalito
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re: Report: TSMC rebuffs Apple, Qualcomm
abraxalito   8/31/2012 5:29:43 AM
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+1 for Morris Chang. He must have a wry smile on his face when turning down Apple proferring its corporate begging bowl. The tortoise gets his day in the sun :)

SiliconAsia
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re: Report: TSMC rebuffs Apple, Qualcomm
SiliconAsia   8/30/2012 3:21:31 PM
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QCOM has contracts with TSMC, UMC and Samsung already and now they are exploring contracts with GloFo and SMIC? Why now?? Why not earlier?? Maybe Apple will follow suit - Samsung, TSMC first then UMC then GloFo then SMIC....

SiliconAsia
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re: Report: TSMC rebuffs Apple, Qualcomm
SiliconAsia   8/30/2012 3:19:04 PM
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It's not that there are not enough fabs or money. It's technology know-hows and yielding. 28/20nm and advanced technologies are getting harder and harder to get yield up to achieve the level of economics and only TSMC, Intel and Samsung are able to demonstrate that right moment.

SiliconAsia
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re: Report: TSMC rebuffs Apple, Qualcomm
SiliconAsia   8/30/2012 3:15:31 PM
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That's not true HS_SemiPro. Samsung no longer offers initial 28 Common platform process. They have migrated/evolved while others are still staying behind.

chipmonk0
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CEO
re: Report: TSMC rebuffs Apple, Qualcomm
chipmonk0   8/30/2012 3:00:30 PM
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Is GloFo not yet a credible alternative to TSMC at 28 nm ? Had heard something about QCOM exploring contracts with GloFo. How about Apple too ?

HS_SemiPro
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CEO
re: Report: TSMC rebuffs Apple, Qualcomm
HS_SemiPro   8/30/2012 6:29:13 AM
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Well Platform still have Samsung, Global Foundries,IBM, Toshiba, ST, Malta FAb can supply Apple, 28nm tech has same base as Samsung, developed at IBM JDA

Neo10
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re: Report: TSMC rebuffs Apple, Qualcomm
Neo10   8/30/2012 5:36:33 AM
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While TSMC was right in rejecting the offer I still feel they could have negotiated an alternate way to resolve this shortage. TSMC is reducing its silicon forecast one hand and turning the other side when the customers come asking. Or is it that their 28nm node is still not up to the mark. The smaller foundries are still long way behind as compared to TSMC and cannot offer the same economies of scale, perhaps big A should checkout the IBM shoppe.

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