Under the chain reaction, no one can escape!
Although the birth of the chip can be divided into several plates, it is currently the most difficult and most important in terms of manufacturing, and in this field, TSMC is regarded as the existence of the "overlord" level.
After Huawei was cut off last year, many people worried that the 5nm chips produced by TSMC would pile up, but there was not, on the contrary, Apple pocketed one by one, almost eating 80% of TSMC's 5nm production capacity, and perhaps this is the background, TSMC in the general price increase at the same time, only to apple meaning, up a little.
Some time ago, the United States invited TSMC, Samsung and other companies to hold a meeting in the past, and was asked to hand over the relevant information of the chip, saying that it was to grasp the problem of global lack of cores, after all, many American companies have also begun to reduce production. However, TSMC said that the production capacity is no problem, and someone is hoarding the core, which will exacerbate the global chip shortage. However, just on November 2, Apple announced a decision, which made the topic of the global chip famine even more interesting!
Apple seems to have priority in every way, and it is very selective.
However, on November 2, Apple announced a decision, due to the problem of missing chips, it had to make a decision to cut iPad production and protect the iPhone 13 series.
The former, apple's more competitive products, is more optimistic in global sales, and the latter is a new machine this year, and the response in the Greater China region is very strong.
But what never expected was that Apple would also be plagued by the lack of cores and had to choose to reduce production.
At present, the US companies have plans to reduce production, not a few, from here can also be seen that the global lack of core, no one can avoid.
In fact, at the end of last month, TSMC CEO Wei Zhejia said that TSMC's production capacity tension may continue throughout 2022.
Therefore, not only did the United States invite TSMC to build a factory in the past, but also TSMC itself began to increase production capacity madly. However, just like the iPhone 13 series, 5nm chips, the companies that can now be made are nothing more than Samsung and TSMC, but from the market situation, Samsung seems to have a certain competitive relationship with Apple, and it is possible to deliver Apple chips to it?
But what is interesting is that in order to stimulate the development of local semiconductors and want to gain the right to speak in chips, the United States not only invited TSMC to build a factory in the past, but also asked to hand over data, and said that if it did not hand over data, it would use the contents of the toolbox, but the United States did not want to go that step.
In the field of chip foundry, TSMC can be said to be a "shoulder handle", if once the United States putSMC into the "blacklist", just like Huawei, SMIC, what are the consequences? Is it exacerbating the severity of the global core shortage? Or do you want TSMC to hand over the data? This consequence may be known after 4 days!
Back to the apple production cut this thing, in the end or chip production capacity is tight, of course, the general environmental factors are the first, but also have to say that the United States in the chip of various modification rules, a variety of restrictions caused by the chain reaction, some netizens said that the original has begun to turbulence, but the United States has been "troublesome" in it, which is also indirectly aggravated by the global chip shortage.
For Apple, the chip is not in place can only reduce production, but when it can alleviate no one has a quasi-letter, after all, even if it is to build a factory and put into production, there is no one or two years without achievements.
For TSMC, even if he said that someone hoarded the core, but also to respond to the data turned in, seeing that there are still 4 days, I don't know how TSMC will do, if the United States comes up with "tools", is the chip shortage going to intensify? So how many other companies will have to cut production?
The chain reaction has come, no one can escape, and cutting iPad production may only be a microcosm.