半导体市场已变天苹果拒绝芯片涨价？台积电回应了

快科技2022-09-27

日前有消息称，随着半导体市场变天，由之前的产能紧张转向产能过程，市场需求不足，台积电原本想在明年再次提升芯片代工的价格，结果被被最大客户苹果拒绝。针对这一传闻，台积电今天表示公司不会对市场传闻做出回应，也就是不予置评。此前业界传出台积电将于明年涨价，幅度依照制程不同，约在6%至9%左右，但后来传出有所协商修正，涨幅从3％起跳，成熟制程涨幅上看6%。此前市场调研机构Strategy ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2270261246?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-09-27 22:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2270261246","market":"hk","top_or_hot":-1,"title":"半导体市场已变天 苹果拒绝芯片涨价？台积电回应了","media":"快科技","content":"<div>\n<p>日前有消息称，随着半导体市场变天，由之前的产能紧张转向产能过程，市场需求不足，台积电原本想在明年再次提升芯片代工的价格，结果被被最大客户苹果拒绝。针对这一传闻，台积电今天表示公司不会对市场传闻做出回应，也就是不予置评。此前业界传出台积电将于明年涨价，幅度依照制程不同，约在6%至9%左右，但后来传出有所协商修正，涨幅从3％起跳，成熟制程涨幅上看6%。此前市场调研机构Strategy ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8JepgWYc4BB\">网页链接</a>\n\n</div>\n","source":"fenghuang_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体市场已变天 苹果拒绝芯片涨价？台积电回应了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n半导体市场已变天 苹果拒绝芯片涨价？台积电回应了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 22:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8JepgWYc4BB><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前有消息称，随着半导体市场变天，由之前的产能紧张转向产能过程，市场需求不足，台积电原本想在明年再次提升芯片代工的价格，结果被被最大客户苹果拒绝。针对这一传闻，台积电今天表示公司不会对市场传闻做出回应，也就是不予置评。此前业界传出台积电将于明年涨价，幅度依照制程不同，约在6%至9%左右，但后来传出有所协商修正，涨幅从3％起跳，成熟制程涨幅上看6%。此前市场调研机构Strategy ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8JepgWYc4BB\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"https://tech.ifeng.com/c/8JepgWYc4BB","article_id":"2270261246","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2270261246","pubTimestamp":1664287791,"sourceInfo":{"source_id":"fenghuang_stock","name":"凤凰网"},"weMediaInfo":null,"summary":"日前有消息称，随着半导体市场变天，由之前的产能紧张转向产能过程，市场需求不足，台积电原本想在明年再次提升芯片代工的价格，结果被被最大客户苹果拒绝。针对这一传闻，台积电今天表示公司不会对市场传闻做出回应，也就是不予置评。此前市场调研机构Strategy Analytics数据，近年来台积电来自苹果的收入比重逐渐提高。","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4575":"芯片概念","BK4566":"资本集团","AAPL":"苹果","BK4527":"明星科技股","BK4501":"段永平概念","BK4507":"流媒体概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","TSM":"台积电","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","03145":"华夏亚洲高息股","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓"},"translate_title":"The semiconductor market has changed. Apple refuses to raise the price of chips? TSMC responded","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"TSM":1,"AAPL":1,"03145":0.6},"content_text":"日前有消息称，随着半导体市场变天，由之前的产能紧张转向产能过程，市场需求不足，台积电原本想在明年再次提升芯片代工的价格，结果被被最大客户苹果拒绝。针对这一传闻，台积电今天表示公司不会对市场传闻做出回应，也就是不予置评。此前业界传出台积电将于明年涨价，幅度依照制程不同，约在6%至9%左右，但后来传出有所协商修正，涨幅从3％起跳，成熟制程涨幅上看6%。此前市场调研机构Strategy Analytics数据，近年来台积电来自苹果的收入比重逐渐提高。在台积电的前十大客户中，苹果占据其中收入的比重也从2016年的25%提高到2021年的37%，是台积电第一大客户，而且遥遥领先其他厂商，影响力极大。去年9月份全球芯片产能最为紧张的那段时间，台积电宣布代工价格全面上涨，涨幅在10-20%左右，而苹果作为VIP客户，只接受了3%的涨幅，成本远低于其他公司。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2270261246"}

半导体市场已变天 苹果拒绝芯片涨价？台积电回应了

精彩评论

半导体市场已变天苹果拒绝芯片涨价？台积电回应了