Qualcomm, Qualcomm) for new love, samsung electronics, one foot kicked the old love TSMC. However, TSMC is palace not when false, has its own way to reclaim a change of heart lover. J.P. Morgan, said TSMC nai metric process schedule ahead of expected 2018 qualcomm will turn back to find power semiconductor manufacturing, production of 7 nai metric Cheng Jing slices.

Bully rong (Barron, go s) website reported 7, qualcomm to 14/10 nai metric part with TSMC, cheng to place the order with samsung, this year 14 nanometers, next year's 10 nanochips is produced by samsung. Qualcomm customer was TSMC radio and TV university, in 2014, accounting for more than 20% of TSMC revenue, turn after single share plunged, TSMC qualcomm in 2016 to 9% of the total revenue, more with only 4% in 2017.

But charm, TSMC is palace to be reckoned with, J.P. Morgan estimates, 2018 qualcomm with TSMC or will again. Bank analysts ha GeGu (Gokul Hariharan) according to the report, TSMC 10 nanometers/nano progress fast, mediatek, apple, huawei, haisi may be adopted in 2018 half 7 nai metric, should make qualcomm come to their senses, and cooperate with TSMC, production 7 nanochips.

Ha GeGu said TSMC long-term production (FPGA), the GPU programmable logic chip, network and storage chips, in the field of high performance of wafer foundry, such as data center chip and high computing chips, such as better than samsung. Almost all ARM server chip manufacturers are looking for TSMC foundry.

7 TSMC share prices fell 0.33% in nt $152, up 6.29% so far this year.