Vraag is of die afname aan omzet meer bij de commodity chips zit zoals onderstaand artikel duidt, of bij de kwaliteit.
www.digitimes.com/news/a20220627PD200...

Zie ook onderstaand mbt. Apple, massa-productie van de laatste generatie waar TSMC een quasi-monopolie heeft, de hoogste marges geniet:

'9to5Mac is reporting that Apple will "continue with TSMC as its Apple Silicon chip supplier. The Taiwanese semiconductor company is expected to start mass production of Apple's new "M2 Pro" chip later this year, which reportedly will be built on the 3-nanometer process". The difference here is that the upcoming M2 is being made on second-gen 5nm at TSMC... while the beefed-up M2 Pro and M2 Max will be made on the next-gen 3nm process node at TSMC.

Apple should roll out upgraded versions of its MacBook Pro laptops later this year, powered by the upgraded M2 Pro and M2 Max chips -- just like it did with their current flagship 16-inch MacBook Pro laptop powered by the M1 Pro and M1 Max SoCs. These new laptops should rock the latest 3nm chips made by TSMC later this year.'

www.tweaktown.com/news/86717/apples-u...

TSMC verwacht in 2023 de prijzen te verhogen met 6%...