TSMC's US-made chips are expensive, and US customers are considering switching to Samsung and Intel

According to Tom’s Hardware, a US #technology information website, the foundry price of #TSMC’s U.S. factory may be 20% to 30% higher than that of Taiwan’s factory, while the price difference of chips produced by Japan’s Kumamoto factory may be between 10% and 15%. This news has aroused widespread concern in the industry. Many American customers are negotiating prices with TSMC, and some customers are considering switching to Samsung Electronics to control costs more flexibly. According to unconfirmed news, #AMD and #Qualcomm are considering switching to #Samsung, while #Nvidia may turn to Intel for help.

Due to the US government's sanctions on Chinese companies such as Huawei, TSMC had to stop supplying these companies, which affected its business in the US market to a certain extent.

Faced with this situation, some American customers began to consider substituting OEMs such as #Samsung and #intel. However, transfer orders are not easy. First, foundry manufacturers such as Samsung and Intel have limited production capacity and may not be able to meet the needs of all customers. Secondly, the transfer of orders requires a redesign of the chip, which takes a lot of time and cost. Finally, the transfer of orders may affect the customer's cooperative relationship with TSMC and other foundries, and may have a certain impact on the customer's business.