Chinese semiconductor industry

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daifo

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For any hardware tinker/hacker or nationalist with a big wallet (470 euro) that wants a phytium D2000 to play with. I suspect the high price is because of having to import all the material into Germany(?) , the low production run, and graphix card.

As much as I want to play with a Chinese system, for this level of performance, its will have to be in that 200ish celeron mini pc range


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ansy1968

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Nvidia intends to follow Apple's refusal of price hike plan by TSMC for 2023.

Sep.28,2022

TSMC-and-a-chip-edited-e1619167561806.jpg

Asian Tech Press (Sep 28) -- Chip designer Nvidia Corp. intends to do the same with Apple Inc., rejecting TSMC's price hike plan for 2023.
Industry sources said TSMC will raise prices next year, by about 6% to 9% depending on the process, but later disclosed that the rate of increase was revised to 3%-6%.
However, the latest rumor is that the iPhone maker refused to raise prices, which is TSMC's largest customer, contributing more than 25% of revenue in 2021.
In response, the world's leading semiconductor foundry said on Tuesday that it would not make a comment.
Currently, TSMC's other major customer Nvidia also intends to request the same treatment as Apple.
Industry insiders predict that MediaTek Inc., which is TSMC's third largest customer, may also get an exemption from the price increase.
According to market research firm Statista, TSMC's top three customers last year were Apple in first place, then AMD and MediaTek.
 

ansy1968

Brigadier
Registered Member
BUT Apple relent, a victory of sort for TSMC, now let see IF Nvidia prevailed, they're more focus on established 5nm chip than the new 3nm ,with massive downturn on their business , will they fight tooth and nail or follow Apple example and settled for a small increase.

TSMC Reportedly Overpowers Apple in Negotiations Over Price Increases​

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TSMC

(Image credit: TSMC)

Reports published by Taiwan’s business-orientated media indicate that Apple has yielded to TSMC’s
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demands for 2023, but as with all unofficial news, take it with a grain of salt. Last week The Economic Daily (UDN) said that it heard several TSMC customers had received notices of the intended price changes but that Apple had indicated it would
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any increases – with Nvidia watching closely for signs that TSMC is willing to negotiate. Today, the same source reports that
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the requested extra money for TSMC’s services in the coming year.

According to the reports, TSMC intends to up 8-inch wafer output prices by 6% and 12-inch wafers by between 3 and 5%. UDN said that it knows of several sources who confirmed this range of foundry price increases. Apple is a significant customer of TSMC, said to account for approximately 25% of its business. However, this doesn’t appear to have given Cupertino any significant leverage over TSMC, as today’s report says that the foundry would not budge in its price increase demands.


Nvidia has reportedly been watching from the sidelines for signs that TSMC will negotiate. However, with the apparent cave-in of Apple over the price increase demands, it doesn’t give much hope for Nvidia to cut its costs by putting the squeeze on
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.


The ‘secret’ of TSMC’s seemingly unassailable bargaining position is its broad customer base. The industry has been slammed with consumer downturns, most notably in demand for consumer semiconductor-reliant consumer products like
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, smartphones, and storage devices. However, some of TSMC’s customers are still riding a strong wave of demand in H2 2022 and looking positive about the coming year. Technology segments highlighted by UDN for their continued buoyant demand include; automotive, data center, and HPC.



Lastly, UDN shares an anecdote about TSMC’s reputation for ‘reasonable’ behavior, which has softened opposition to its requests for price increases in the face of a worldwide recession. Apparently, TSMC only sought ‘modest’ price increases in previous boom periods. Hence, insiders see the current 5% or so increases as reasonable, especially with higher inflation, and raw materials costs swinging up in most regions.
 

9dashline

Senior Member
Registered Member
BUT Apple relent, a victory of sort for TSMC, now let see IF Nvidia prevailed, they're more focus on established 5nm chip than the new 3nm ,with massive downturn on their business , will they fight tooth and nail or follow Apple example and settled for a small increase.

TSMC Reportedly Overpowers Apple in Negotiations Over Price Increases​

By
Please, Log in or Register to view URLs content!


TSMC

(Image credit: TSMC)

Reports published by Taiwan’s business-orientated media indicate that Apple has yielded to TSMC’s
Please, Log in or Register to view URLs content!
demands for 2023, but as with all unofficial news, take it with a grain of salt. Last week The Economic Daily (UDN) said that it heard several TSMC customers had received notices of the intended price changes but that Apple had indicated it would
Please, Log in or Register to view URLs content!
any increases – with Nvidia watching closely for signs that TSMC is willing to negotiate. Today, the same source reports that
Please, Log in or Register to view URLs content!
the requested extra money for TSMC’s services in the coming year.

According to the reports, TSMC intends to up 8-inch wafer output prices by 6% and 12-inch wafers by between 3 and 5%. UDN said that it knows of several sources who confirmed this range of foundry price increases. Apple is a significant customer of TSMC, said to account for approximately 25% of its business. However, this doesn’t appear to have given Cupertino any significant leverage over TSMC, as today’s report says that the foundry would not budge in its price increase demands.


Nvidia has reportedly been watching from the sidelines for signs that TSMC will negotiate. However, with the apparent cave-in of Apple over the price increase demands, it doesn’t give much hope for Nvidia to cut its costs by putting the squeeze on
Please, Log in or Register to view URLs content!
.


The ‘secret’ of TSMC’s seemingly unassailable bargaining position is its broad customer base. The industry has been slammed with consumer downturns, most notably in demand for consumer semiconductor-reliant consumer products like
Please, Log in or Register to view URLs content!
, smartphones, and storage devices. However, some of TSMC’s customers are still riding a strong wave of demand in H2 2022 and looking positive about the coming year. Technology segments highlighted by UDN for their continued buoyant demand include; automotive, data center, and HPC.



Lastly, UDN shares an anecdote about TSMC’s reputation for ‘reasonable’ behavior, which has softened opposition to its requests for price increases in the face of a worldwide recession. Apparently, TSMC only sought ‘modest’ price increases in previous boom periods. Hence, insiders see the current 5% or so increases as reasonable, especially with higher inflation, and raw materials costs swinging up in most regions.
Apple needs to heed the memo, Moores law is dead says Nvidia CEO last week , chips will only get more expensive here on out, even upstream ASML CTO says its end of road for EUV
 

Overbom

Brigadier
Registered Member
BUT Apple relent, a victory of sort for TSMC, now let see IF Nvidia prevailed, they're more focus on established 5nm chip than the new 3nm ,with massive downturn on their business , will they fight tooth and nail or follow Apple example and settled for a small increase.

TSMC Reportedly Overpowers Apple in Negotiations Over Price Increases​

By
Please, Log in or Register to view URLs content!


TSMC

(Image credit: TSMC)

Reports published by Taiwan’s business-orientated media indicate that Apple has yielded to TSMC’s
Please, Log in or Register to view URLs content!
demands for 2023, but as with all unofficial news, take it with a grain of salt. Last week The Economic Daily (UDN) said that it heard several TSMC customers had received notices of the intended price changes but that Apple had indicated it would
Please, Log in or Register to view URLs content!
any increases – with Nvidia watching closely for signs that TSMC is willing to negotiate. Today, the same source reports that
Please, Log in or Register to view URLs content!
the requested extra money for TSMC’s services in the coming year.

According to the reports, TSMC intends to up 8-inch wafer output prices by 6% and 12-inch wafers by between 3 and 5%. UDN said that it knows of several sources who confirmed this range of foundry price increases. Apple is a significant customer of TSMC, said to account for approximately 25% of its business. However, this doesn’t appear to have given Cupertino any significant leverage over TSMC, as today’s report says that the foundry would not budge in its price increase demands.


Nvidia has reportedly been watching from the sidelines for signs that TSMC will negotiate. However, with the apparent cave-in of Apple over the price increase demands, it doesn’t give much hope for Nvidia to cut its costs by putting the squeeze on
Please, Log in or Register to view URLs content!
.


The ‘secret’ of TSMC’s seemingly unassailable bargaining position is its broad customer base. The industry has been slammed with consumer downturns, most notably in demand for consumer semiconductor-reliant consumer products like
Please, Log in or Register to view URLs content!
, smartphones, and storage devices. However, some of TSMC’s customers are still riding a strong wave of demand in H2 2022 and looking positive about the coming year. Technology segments highlighted by UDN for their continued buoyant demand include; automotive, data center, and HPC.



Lastly, UDN shares an anecdote about TSMC’s reputation for ‘reasonable’ behavior, which has softened opposition to its requests for price increases in the face of a worldwide recession. Apparently, TSMC only sought ‘modest’ price increases in previous boom periods. Hence, insiders see the current 5% or so increases as reasonable, especially with higher inflation, and raw materials costs swinging up in most regions.
Of course Apple backed down. For Apple, TSMC is more a like a monopoly.

If they don't want TSMC chips, they are welcome to go and buy them from Samsung lol
 
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