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Taiwan Semiconductor regains some Qualcomm orders

Published 06/22/2017, 08:32 AM
© Reuters.  Taiwan Semiconductor regains some Qualcomm orders
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  • Taiwan Semiconductor (NYSE:TSM) has a baseband chip order from Qualcomm (NASDAQ:QCOM) but could lose the client’s application processor order to competitor Samsung (KS:005930), according to Digitimes sources.
  • Taiwan Semiconductor and Samsung both have 7nm process technology in production. Samsung’s product will launch next year while Taiwan Semiconductor’s will go into volume production in 2019.
  • Qualcomm orders once represented about a quarter of Taiwan Semiconductor’s overall revenue but have since dropped to around 10% since Qualcomm moved its 14nm chip orders to Samsung.
  • Apple (NASDAQ:AAPL) has stepped into a foundry deal with Taiwan Semiconductor to replace a portion of the lost Qualcomm revenue.
  • Previously: Taiwan Semiconductor announces new mobile chip production (May 26)
  • Now read: Apple Throws Vicious Body Blow Combination At Qualcomm


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