Apple rejected TSMC’s 6% price increase request
According to UDN, as TSMC’s largest customer, Apple rejected TSMC’s request for a price increase, which is likely to affect the production of the next A17 Bionic and M3 series chips. Apple’s orders account for 25% of TSMC’s annual revenue, and in the past few years, it has promoted the latter’s research and development work in advanced semiconductor manufacturing technology and has considerable bargaining power.
This not only affects other M2 series chips, but also the production plans for the subsequent A17 Bionic and M3 series chips. There are reports that Apple is considering using TSMC’s second-generation 3nm process, but it will be a big test regardless of cost and time. It is not yet confirmed when the two sides can reach an agreement, and the continued stalemate will more or less hinder the advancement of Apple’s self-developed chip plan.