As soon as TSMC announced that it could not supply Huawei, cook asked TSMC to give priority to apple?

We all know that TSMC can’t supply to Huawei. The reason is very simple. Affected by external factors, Huawei can’t continue to place orders with TSMC. In fact, TSMC has not taken orders from Huawei since May 15. Huawei’s chip orders for the fourth quarter have also been cancelled. < / P > < p > many people think that TSMC may not be able to bear the loss after losing Huawei. However, what was unexpected was that as soon as TSMC announced that it would not be able to supply Huawei, cook took advantage of this opportunity and asked TSMC to give priority to apple. < p > < p > on August 17, there was a message from the upstream supply chain. Since Apple’s 12 series all use A14 processors, cook asked TSMC to give priority to its supply. This situation is predictable. Apple is not only TSMC’s largest customer, but also a supporter of TSMC’s high-end technology. < / P > < p > with these two points, TSMC has no reason not to supply apple. As the saying goes, the old one will not go and the new one will not come. Outsiders are worried that TSMC will face unpredictable losses if it loses Huawei. In fact, apple takes advantage of this opportunity. We took all the orders that belonged to Huawei. < / P > < p > not only apple, but also many enterprises have placed orders after learning that TSMC has lost its Huawei customers. For example, Qualcomm, Intel, MediaTek and so on. < / P > < p > in the face of the urgent OEM demand of apple, apple 12 will be released soon. At this time, Apple will definitely need a large number of 5nm orders. It is reasonable to ask for priority supply. TSMC’s attitude is very obvious, and it is impossible to give up a forest for a tree. < / P > < p > in fact, the attitude of TSMC has been inclined to Huawei for many times. Since May 15, TSMC has repeatedly come forward to help Huawei solve the problem. For example, the market received the news that TSMC stopped Huawei from producing chips, and then TSMC immediately refuted the rumors, which were just market rumors. < / P > < p > next, we coordinate the orders of customers and try to complete the production of Huawei chips within the buffer period. Secondly, it sent professionals to the United States to lobby and made so many efforts to show TSMC’s attitude. < p > < p > it’s just that after knowing that it can’t be retrieved, TSMC’s attitude is inclined to apple. Apple’s demand for priority supply is believed to be met by TSMC. We can’t lose again. At least, we have kept Apple’s big customers, and TSMC is the leader. < p > < p > Huawei cannot continue to use chips produced by TSMC’s advanced technology. If Huawei wants to continue to ship mobile phones, it can only purchase from third-party suppliers. These third-party chips are also contracted by TSMC, so they are in disguised form to cooperate with TSMC. As the largest chip foundry in the world, TSMC has a large number of resources and customers. Even if Huawei is lost, there will be no irreparable consequences in the imagination. It is like a popular shop with many people queuing at the door. At this time, the person in the second place will leave, and the people behind will make up immediately. In addition to feeling sorry, the people who opened the shop had nothing to do. It’s impossible not to do other people’s business for the sake of this customer. Apple has a very good advantage in obtaining TSMC’s priority supply, and can also become a leader in the high-end market. Continue ReadingASMC, a lithography maker, was one of TSMC’s 14 top suppliers last year

Author: zmhuaxia