Apple Is Fighting for TSMC Capacity as Nvidia Takes Center Stage
Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage[Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals. But now the iPhone maker is struggling to get access to chip production as it competes with Nvidia for wafer supply.Tim CulpanJan 15, 202663ShareWhen CC Wei visited Cupertino last August, he had bad news for his largest client. Apple would need to acquiesce to the largest price rise in years, TSMC’s CEO told its executives.Tim Cook and his team took the news on the chin. Wei had been telegraphing hikes in earnings calls over the past few quarters, and the Taiwanese chip maker’s rising gross margins were testament to its increasing pricing power. That wasn’t the worst news, my sources tell me.Apple, which once held a dominant position on…
