Why Apple Picked TSMC Over Intel: Founder Morris Chang Reveals

GuruFocus.com01-30

Jan 30- During an Interview TSMC (TSM, Financial) founder Morris Chang stated the reason why Apple (AAPL, Financial) selected his company instead of Intel (INTC, Financial) as its custom chip supplier...

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In a recent interview with Acquired, Chang remembered a key point in 2011 when Apple seriously considered using Intel for iPhone chips. Tim Cook, who has for a long time enjoyed a strong relationship with Apple for its Mac CPUs, ended up going with TSMC. Intel just doesn't know what they're doing as a foundry,' Cook explained.According to Chang, Cook explained the decision during a private meeting at Apple's headquarters in March 2011. Chang saw Apple's move to TSMC was because of Intel's inflexibility, and inability to meet customer's needs. Many of Intel's customers shared that frustration, and Intel always went around acting like they were the only guy for microprocessors,' Chang said. Chang said TSMC's success is tied to its ability to respond to customer demands, even the most 'crazy' or 'irrational.'","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4512":"苹果概念","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","INTC":"英特尔","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","AAPL":"苹果","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","BK4591":"室温超导概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","MACW.SI":"APPLE 3xLongSG261006","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","03145":"华夏亚洲高息股","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4566":"资本集团","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4535":"淡马锡持仓","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","BK4501":"段永平概念","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","TSM":"台积电","BK4579":"人工智能","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD"},"translate_title":"为什么苹果选择台积电而不是英特尔：创始人Morris Chang透露","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"TSM":1,"INTC":1,"MACW.SI":0.6,"03145":0.6},"content_text":"Jan 30- During an Interview TSMC (TSM, Financial) founder Morris Chang stated the reason why Apple (AAPL, Financial) selected his company instead of Intel (INTC, Financial) as its custom chip supplier. In a recent interview with Acquired, Chang remembered a key point in 2011 when Apple seriously considered using Intel for iPhone chips. Tim Cook, who has for a long time enjoyed a strong relationship with Apple for its Mac CPUs, ended up going with TSMC. Intel just doesn't know what they're doing as a foundry,' Cook explained.\n\nAccording to Chang, Cook explained the decision during a private meeting at Apple's headquarters in March 2011. Chang saw Apple's move to TSMC was because of Intel's inflexibility, and inability to meet customer's needs. Many of Intel's customers shared that frustration, and Intel always went around acting like they were the only guy for microprocessors,' Chang said. Chang said TSMC's success is tied to its ability to respond to customer demands, even the most 'crazy' or 'irrational.'\nSince then, TSMC has boomed as Apple's only source of custom chips, and Intel remains hamstrung in bringing such clients. The shift in the tech landscape is often seen as a way to depict the growing gap between the two chipmakers' approaches to customer service and innovation. This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","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":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","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/2507962292"}