[CNBC] Apple & Nvidia customers should expect to pay MORE for U.S.-manufactured chips: Analyst

[testing_testing]

Customers of Apple and NVIDIA are likely to face a price hike from TSMC’s Arizona chip plant, according to a strategist.

“Subsidies will play a big role in helping bridge the gap from an economic standpoint, but there will also be price increases to customers,” Abhinav Davuluri, technology equity strategist of Morningstar, tells CNBC on Wednesday.

“Not only is it a much smaller fab, which reduces the economics, it’s also happening in a much higher-cost region,” he said.

The U.S. plants will be a small fraction of TSMC’s total capacity of 12 million wafers in 2020, according to a company press release.

TSMC has more than 50% of the global market share and produces the advanced chips in the latest Apple products.

 

[tankgunner]

everything is ex in the US

 

[shock]

China want to be no 1 cannot be cheap. Cheap has no dignity.

 

[4_dreamz]

 

[testing_testing]

Heng ah i use Samsung phones

 

[fre3dom85]

Obviously isn’t it

 

[Lance321]

If the quality follows the increase in price, then it will be worth it. Apple will always do things that are questionable, then compensates with quality and justification for it. Apple makes great products that are well optimised and well integrated with their software. Now if companies like samsung follows with the price increases of apple while still making phones that can't compete, then samsung deserves the backlash. Samsung is known to follow what apple does even though they like to make fun of apple and their fans being sheeps without realising that they are the biggest sheep.

 

[Neon92]

AMD gonna dethrone Nvida

 

[Zinna]

Iphone pro max cost 4k also alot of sinkies will buy

 

[yperic]

Heng I use android.

 

[GBC]

Customers of Apple and NVIDIA are likely to face a price hike from TSMC’s Arizona chip plant, according to a strategist.

“Subsidies will play a big role in helping bridge the gap from an economic standpoint, but there will also be price increases to customers,” Abhinav Davuluri, technology equity strategist of Morningstar, tells CNBC on Wednesday.

“Not only is it a much smaller fab, which reduces the economics, it’s also happening in a much higher-cost region,” he said.

The U.S. plants will be a small fraction of TSMC’s total capacity of 12 million wafers in 2020, according to a company press release.

TSMC has more than 50% of the global market share and produces the advanced chips in the latest Apple products.

Apple fanboys will just say, please take my money.. I'm not too sure about Nvidia customers though..

 

[Shinning_Wolf]

Apple fanboys will just say, please take my money.. I'm not too sure about Nvidia customers though..

Not an Nvidia fanboy but currently using their GPUs.
If their GPU become EX their GPUs better be able to OC 1000%, handle 200°C of OCing and still work well under water.

 

[freshvibes]

expected liao lo

 

[needhelpbadlynow]

everything is ex in the US

last time computer ish also bery expensive de ma when it first come out

 

[Kunkka]

起就起 没 有办法的

 

[lawnmowerman]

good lark to the suckers of apple and nvidia!

 

[testart]

I thought Dr Morris Chang say many times liao

 

[AZE]

AMD gonna dethrone Nvida

 

[iammole]

MorningStar is the same name as my neighborhood kiddo childcare centre

 

[tian_yibang]

lol

song bo

all the apple nvidia fanboys kanna Trump-ed gaogao even when he's not in orpit alr