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Not fair: for Apple, prices were raised by only 3%, while for AMD, Nvidia and MediaTek – by 10-20%

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New information has emerged regarding the price hike for chip production recently announced by TSMC. Earlier it was reported that prices for different customers rose by 15-20%, while the chipmaker raised the price by only 3% for its main client, Apple. Popular analyst Lu Xingzhi confirmed this.

Lu Xingzhi notes that Apple accounts for more than 20% of TSMC’s revenues, but profit margins are less than 20%, and gross margins continue to fall below average. In contrast, other important customers like AMD, Nvidia, and MediaTek didn’t get the same value proposition. Some companies have above average gross order margins, but for them prices have risen much more.

The source clarifies that Apple can influence TSMC, because it has long been the main customer of the Taiwanese manufacturer. As soon as Apple ceases to be TSMC’s main customer, the company will end its preferential policy.

It is also reported that for other large customers of TSMC, prices have increased by 10-20%, while with small customers the issue has not been fully resolved. By next year, every manufacturer will know the exact price increase.

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Software

Launch of the tiny Logitech MX Keys Mini keyboard with Windows, Android, ChromeOS, Linux, iOS and iPadOS support

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Logitech introduced the MX Keys Mini wireless keyboard, which is a smaller version of the keyboard.

The MX Keys Mini does not include a numeric keypad or other full-size keyboard benefits, but retains the Perfect Stroke system, which combines non-mechanical switches with raised keys to improve typing accuracy. There are even a few new features not found on the large keyboard, including a dictation key for Mac and Windows PCs, a microphone mute switch, and an emoji key.

MX Keys Mini also supports Android, ChromeOS, Linux, iOS and iPadOS via Bluetooth or USB receiver with up to three devices pairing. Charging is carried out via the USB-C connector.

The MX Keys Mini is available for $ 100 in charcoal gray, pink and silver.

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Security

Want to learn how to work with cloud databases and take the DP-900 certification exam for free?

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Take a two-day training session from Microsoft on October 25 and 26.

From Microsoft experts, you will learn about the key principles of Azure services, proven approaches, and the specifics of working with relational and non-relational data.

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Components

In less than a year, the situation on the video cards and processors market may improve. The head of AMD spoke about the shortage of chips

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AMD CEO Lisa Su expressed her opinion on the duration of the chip shortage. According to her statement, in the first half of 2022, the supply is likely to still be limited.

But already in the second half of next year, the shortage of microcircuits will not be as acute as it is now. How much the situation will change, the head of AMD did not predict, but her vision is still better than that of a number of other specialists who predict improvement only in 2023.

It should be understood that AMD itself does not produce semiconductors, so we are talking about improving the situation in general, which will affect not only AMD, but all other companies as well.

In general, so far most forecasts agree that the situation with the deficit will improve at least in the second half of 2022 or at the beginning of 2023, but no one undertakes to predict when the situation will completely return to normal.

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