Treda Whisprere
57 posts


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$AAPL is completely losing its negotiating leverage in the semiconductor industry and that's a good news.
Just like Apple lost its pricing power with the Memory Trio on $MU $SKHY (see my repost), the same setup is now hitting $TSM.
Kevin Zhang (TSMC SVP) laid out the shift plainly: mobile, once the segment that drove the entire semiconductor market, is sliding to roughly 20% share. AI/HPC, powered by AI data centers, is set to dominate at 55% and become the primary growth engine. Automotive and IoT each hold around 10%, with the remaining 5% split across other segments.
Translation: Apple is no longer TSMC's most important customer. AI/HPC is. When your supplier's growth engine moves on without you, your leverage moves with it.
This is the same pattern that crushed Apple's negotiating position with Samsung, SK Hynix, and Micron on memory pricing. Now it's playing out at the foundry level too.
Foundry prices are going to rise.
Trade Whisperer@TradexWhisperer
$MU $DRAM $SKHY Apple squeezed memory makers on pricing for a decade. That era is OVER. 2023 → 2030 Mobile Share: 40% → 18% Data Center Share: 30% → 62% The biggest power reversal in memory history. HBM eats 3x the wafers. AI sets the price now. Fuck Apple.
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