Vala isikhangiso

Umbiko othakazelisa kakhulu mayelana nokunyuka okungaba khona kwentengo yokukhiqizwa kwama-chip yi-TSMC, enguzakwethu oyinhloko we-Apple nomkhiqizi wama-chipsets we-Apple, manje usungenile ku-inthanethi. Ngokusho kolwazi lwamanje, i-TSMC, umholi waseTaiwan emkhakheni wokukhiqizwa kwe-semiconductor, kulindeleke ukuthi inyuse amanani okukhiqiza ngamaphesenti angaba ngu-6 kuya kwangu-9. Kodwa u-Apple akazithandi kakhulu lezi zinguquko, futhi bekufanele akwenze kwacaca enkampanini ukuthi ngeke isebenze kanjalo. Ngakho-ke abalandeli sebeqala ukuqagela ukuthi lesi simo singathinta yini ikusasa lemikhiqizo yama-apula.

Kulesi sihloko, sizokhanyisa ndawonye kuso sonke isimo mayelana nokwenyuka kwe-TSMC kwentengo yokukhiqiza ama-chip. Yize uma uthi nhlá ekuqaleni kungase kubonakale sengathi i-TSMC enkulu isesimweni esivelele njengomholi womhlaba wonke kanye nomnikezeli okhethekile we-Apple, empeleni akulula kangako. Inkampani yama-apula nayo inethonya elinamandla kulokhu.

Ikusasa lokubambisana kwe-Apple ne-TSMC

Njengoba sishilo ngenhla, i-TSMC ifuna ukukhokhisa amakhasimende ayo ngamaphesenti ayi-6 kuye kwayi-9 ngaphezulu, okuyinto i-Apple engayithandi kakhulu. Isikhondlakhondla seCupertino bekufanele sikwenze kwacaca ukuthi inkampani ayihambisani nento efana nalena futhi akumele neze ifinyelele esivumelwaneni nento enjalo. Kodwa okokuqala, ake sicacise ukuthi kungani into enjengale ingaba yinkinga enkulu. I-TSMC ingumphakeli okhethekile wama-chips we-Apple. Le nkampani inesibopho sokukhiqizwa kwe-chipset ye-A-Series ne-Apple Silicon, esekelwe kubuchwepheshe besimanje kanye nenqubo yokukhiqiza ephansi. Ngemuva kwakho konke, lokhu kungenzeka ngenxa yokuvuthwa okuphelele kwalo mholi waseTaiwan. Ngakho-ke uma ukubambisana phakathi kwabo kuphelile, i-Apple kuzofanele ithole omunye umphakeli ozongena esikhundleni - kodwa mhlawumbe ngeke imthole umphakeli wekhwalithi enjalo.

i-tsmc

Kowamanqamu, akulula kangako. Njengoba nje i-Apple incike kakhulu noma kancane ekusebenzisaneni ne-TSMC, okuphambene nakho kuyiqiniso. Ngokwemibiko ehlukahlukene, ama-oda avela enkampanini yama-apula enza ama-25% esamba esiphelele sonyaka, okusho into eyodwa kuphela - zombili izinhlangothi zisesimweni esiqinile sezingxoxo ezilandelayo. Ngakho manje izingxoxo zizoba phakathi kwalezi zinkampani ezimbili, lapho izinhlangothi zombili zizozama ukuthola ukuvumelana. Eqinisweni, lolu hlobo lwento lujwayelekile impela emkhakheni webhizinisi.

Ngabe lesi simo sizothinta imikhiqizo ye-Apple ezayo?

Umbuzo futhi ukuthi ngabe isimo samanje ngeke sithinte imikhiqizo ezayo ye-Apple. Kumaforamu okukhula kwama-apula, abanye abasebenzisi sebevele bekhathazekile ngokufika kwezizukulwane ezilandelayo. Nokho, akufanele neze sikwesabe lokhu. Ukuthuthukiswa kwama-chips kuyithrekhi ende kakhulu, ngenxa yalokho okungacatshangwa ukuthi ama-chipset okungenani esizukulwane esisodwa esilandelayo sekuyisikhathi eside exazululiwe kakhulu noma kancane. Izingxoxo zamanje cishe ngeke zibe nomthelela, ngokwesibonelo, isizukulwane esilindelekile se-MacBook Pro ene-M2 Pro kanye ne-M2 Max chips, okufanele isekelwe kwinqubo yokukhiqiza engu-5nm.

Ukungaboni ngaso linye phakathi kwama-giants kungaba nomthelela othile kuphela esizukulwaneni esilandelayo samashiphu/imikhiqizo. Eminye imithombo ikhuluma ikakhulukazi ama-chips avela ochungechungeni lwe-M3 (Apple Silicon), noma i-Apple A17 Bionic, okungenzeka ukuthi isivele inikeze inqubo entsha yokukhiqiza engu-3nm kusuka ku-workshop ye-TSMC. Kulokhu, kuzoncika ekutheni lezi zinkampani zombili zifinyelela kanjani esivumelwaneni kowamanqamu. Kepha njengoba sishilo ngenhla, njengoba i-TSMC ibalulekile ku-Apple, i-Apple ibalulekile ku-TSMC. Ngakho-ke, kungacatshangwa ukuthi kuyindaba yesikhathi ngaphambi kokuba iziqhwaga zithole isivumelwano esivumelana nezinhlangothi zombili. Kungenzeka futhi ukuthi umthelela emikhiqizweni ye-Apple ezayo uzoba zero ngokuphelele.

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