Does this means there aren't enough fabs in the world now? Perhaps talking about 28nm there aren't.
Who will open the next one and seize this business opportunity?
We're seeing moves which aren't the everyday buy and sell thing. Patents litigation and now offerings for guaranteed production? What does all this mean? Seems we're in a mobility boom!
Why Apple need TSMC, which is already overbooked to capacity. With the kind of cash Apple has and the kind of business model Apple follow, it can put its money in other fab companies and reap the benefits for years to come.
Well, Apple is obviously already designed-in to the "common platform", yet it seems that only Samsung is able to actually yield the part.
I think it's definitely cheaper for Apple to either "foundry" the part or form a partnership, but who in their right mind would partner with Apple?
It seems obvious that Apple should setup their own Fab in order to solve long term dependencies. The easiest way is for Apple would be to join Common Platform and to invest $6B-$B into the Manufacturing Facilities.
Qualcomm and Apple would come in demanding a dedicated fab, negotiated operating margins and capacity then when the fab is no longer bleeding-edge, want another fab leaving TSMC holding the bag on deprecation. Qualcomm has done this in subcon test and packaging for years. Why should TSMC give up control over how to run capacity and invest $$. Apple and Qualcomm should build there own fabs and license processes. A large bleeding edge fab cost 10 billion. fab 15 is a $10 billion project. more large fab in planning (power chip land purchase) $1 billion is a joke.
Well what's a billion dollars or two between friends?
It is strange that Morris Chang should let slip that dedicated company fabs or lines might be appropriate but then turns down such offers.
TSMC has worked hard to become a leading supplier of high-performance silicon and was prepared to invest many billions of dollars when others were not. It would be quite natural that now it has the industry over a barrel it wants "full meausure" for its manufacturing services.
It would be strange twist of fate, maybe instead of paying apple 1 billion Samsung will be asked to invest 1billion into apple dedicated fab. not like apple needs extra billion cash as world most rich company. But I guess apple will ask to glofo before then