Technology derived

Chapter 412 The hard-pressed TSMC (third update!)

Not as bold as a reporter.

As long as it is sensational, as long as it is popular, many reporters don't even care about the authenticity of the material, and report it first.

Even if it is proved to be a false report in the future, or even sued, the big deal is a public apology!

What's more, the demeanor of the big brothers when they left was not the slightest bit wet, and there were even snapshots to prove it.

And what the reporter did was to add fuel to the benefits of signing in and exaggerate a little!
But it was such a report that caused great repercussions.

In the past, there was the establishment of a mortal strategic alliance, and then there were the flustered looks of the big bosses, and the reporter's embellishment, as well as the nonsense of the bricks and seniors. It's hard to think about it!
Regarding this phenomenon, Wang Fan was very speechless, Cook was a little confused, and Ren Zhengfei couldn't help shaking his head.

They were indeed a little flustered when they left. There was nothing they could do. As the chairman and top leader of a giant company, they were drinking like that. It was still collective. Once the reporter noticed it, the consequences would not be ordinary troubles.

Therefore, you big brothers didn't dare to stop at all. After leaving the mortal mansion, they could only hurry on their way and leave as soon as possible!

But the netizens didn't know about this phenomenon, and they all speculated about the turmoil that night, and guessed what happened at that dinner party, which would make you guys have this kind of expression.

As a result, all kinds of demons and ghosts stood up, expressing their opinions and making guesses.

As a result, Fanyu, Facebook, and other website forums are all messed up...

…………

It wasn't until the next day, when Wang Fan woke up, that the turmoil subsided.

Of course, it wasn't because of the effect of time that I was immersed in it, but on the contrary, a bigger disturbance occurred.

Just 12 hours after the banquet ended, in the daytime of the United States and the night of China, Apple suddenly issued a statement that it would increase its strategic cooperation with Mortal Technology in the field of semiconductor chips, and hand over the foundry of the next generation of iPhone chips to Mortal Technology!

In addition, the A9 orders for the first quarter of next year will also be handed over to Mortal Technology!

Such a statement is concise and powerful, but the impact it produces is very unusual.

In the past, Apple has always been secretive and secretive in terms of chip foundry, and usually only made it public at the end.

But this time, it was the first time that he made such a clear statement directly.

Moreover, Apple's attitude is very firm. All orders for the next generation of chips will be given to Mortal Technology, and next year's chip orders for this generation will also be given to Mortal Technology!

In other words, except for the list that has already been signed, there is no way to go back on it, and it is still handed over to TSMC, and everything else is given to Mortal Technology!

As for TSMC, it can only cry while being completely abandoned by Apple!

The impact of this information on TSMC is not generally serious!

Unlike Samsung and Intel, TSMC has no self-developed chips and can only rely on OEMs for other companies.

And Apple is TSMC's largest customer, and it is not an exaggeration to say that it is half of the country.

Today, Apple has turned its back and completely abandoned TSMC, which is basically equivalent to a death sentence for TSMC!
You must know that chip foundry has high profits and high costs.

Without a high-quality customer like Apple, TSMC simply cannot make ends meet.

In addition, because Samsung's 14nm technology is not mature enough, the Apple 6s series has a chip gate, which is very passive.

In the future, it will be difficult for Apple to trust Samsung, let alone cooperate with it, and can only fall to TSMC in an all-round way.

Therefore, TSMC's stock price has soared, and it has specially introduced new equipment for this purpose, invested heavily in the establishment of a new fab, and has made great strides in development, taking the opportunity to kill Samsung.

However, now that TSMC has spent its money, all preparations have been made, and it is ready to meet all of Apple's big orders.

As a result, Apple went uncharacteristically, not only did not increase the order, but also took back all the previous orders and handed them over to Mortal Technology!

This kind of dramatic change is simply difficult for TSMC to accept, and it is even more difficult to understand.

You must know that Mortal Technology has just crossed the border and entered the chip foundry. Whether it is production capacity or technology, it is a problem. Even the most basic mid-range lithography machines are not enough, let alone high-end lithography machines!
But Apple just gave up their extremely powerful TSMC and chose the fledgling mortal technology!

In desperation, TSMC immediately contacted Apple urgently, and the chairman of TSMC even called Cook directly.

But the result was very helpless. Cook didn't answer directly, but asked the secretary to reply politely: Sorry, the cooperation with Mortal Technology is more in the interests of Apple...

Just such a sentence, and then there is no more text.

Zhang Zhongmou, chairman of TSMC, was holding the phone, and [-] alpacas whizzed by in his heart, and his expression was even more ugly.

But with such a decisive attitude from Apple, TSMC also has nothing to do.

We can only pin our hopes on Qualcomm. After all, besides Apple, Qualcomm is the biggest customer!

So TSMC immediately held an emergency board meeting to discuss how to deal with the crisis of losing Apple, and how to completely poach Qualcomm from Samsung!

After all, generally speaking, Qualcomm is closer to Samsung.

Samsung uses Qualcomm's chips, and Qualcomm lets Samsung do the foundry. The two parties benefit from each other and develop together.

But this year, due to the cheating of the 810, Samsung has completely abandoned Qualcomm chips and replaced them with its own chips.

This dealt a fatal blow to Qualcomm and also caused cracks in the close relationship between Qualcomm and Samsung.

Therefore, TSMC finally agreed to lower the price appropriately as the basis, and fully guarantee the production capacity of Qualcomm 820 chips as a sincerity, to negotiate with Qualcomm, and to pull Qualcomm over to replace Apple.

But when TSMC was about to take action, a declaration by Samsung once again shattered TSMC's spring and autumn dream!

Samsung chairman Lee Kun-hee solemnly announced that the next generation of Samsung mobile phones will use Qualcomm chips.Because Qualcomm 820 has passed Samsung's test and is actively adapting it!

There is no doubt that it is impossible for Samsung to abandon its own 8890 in the next generation and adopt Qualcomm's 820 for no reason.

It must be that Qualcomm handed over all the big orders of 820 to Samsung's foundry in exchange!

It can be seen that Samsung completely abandoned Qualcomm in the 810 era, not only did not make the relationship between the two worse, but it became better!
However, perfection belongs to others, and hard work belongs to TSMC.

Apple's big chip order was snatched away by mortal technology for the first time.

Qualcomm's big chip order was unambiguously ordered by Samsung!
And TSMC?
Such advanced technology, such mature technology, and such a large production capacity were both abandoned by Qualcomm and Apple, the two gods of wealth!
As a result, without hesitation, TSMC's stock price plummeted that day, a drop of 10%!
No way, Apple doesn't like it, Qualcomm doesn't like it, and there is no self-developed chip as a support...

Shareholders really don't know what to take to see the future of TSMC!
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PS: The third update of the fourth update!
　The third shot in a row of four!
　　
　
(End of this chapter)