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Sources: The Wall Street Journal, Market Watch

Comments     Threshold


RE: TSMC, the downfall of Apple.....
By testerguy on 7/3/2013 5:39:28 AM , Rating: 1
Yes, lets assume a ridiculous worst case scenario for a particular company and believe we're making a good point.

I can do that.

So what will happen to Samsung when TSMC is able to surpass them in terms of quality and volume with Apple's investments, and Samsung is unable to keep up with the latest technology and loses more of its customers to a new, cheaper, more efficient TSMC?

Moreover, how on earth will Samsung replace almost their entire SoC customer base - Apple - who were prepared to pay a premium, given that Samsung and Apple are the only two major players at the moment and that the excess Samsung has comes nowhere near to filling the void which Apple will leave.

What happens when Samsung comes crawling back to Apple asking to be their supplier, since they are no longer able to copy the technology Apple creates and are losing billions a year because Apple moved away.

I'd give Samsung the finger, and go about business as usual. Samsung wanted to copy Apples smartphones, and should have known that Apple wouldn't allow them to forever.

[Clearly all of the above deliberately ridiculous - to match your own comment]

By retrospooty on 7/3/2013 10:16:01 AM , Rating: 2
I dont agree with his entire post, but TSMC does often have production issues. New chips at TSMC are often delayed for months, and/or come out in far lower quantities than expected due to yield issues, especially when they move to new process nodes. It's no longer TSMC unable to produce 500,000 GPU's on time, its now 5 million SOC's. If I were Apple, or any company relying on TSMC I would be concerned about that. I am sure they are well aware of the possibility and have other plans as well though.

