Global chip shortage! American companies are competing to book chip production capacity, and TSMC will receive a deposit of 34.5 billion this year; Lei Jun laughed! A certain company invested 2 billion yuan to purchase 650000 Xiaomi 12 units

1. Global chip shortage! US companies compete to book chip production capacity, TSMC will receive 34.5 billion yuan in deposit this year

Having overcome the tight production capacity in 2021, TSMC has been tirelessly launching chip production for 2022. AMD、 American tech giants such as Apple, Nvidia, and Qualcomm are deeply concerned that TSMC may slack off its work due to being too busy. They have already paid a deposit in advance to ensure that subsequent orders can be delivered on time.

Industry insiders speculate that TSMC's advance payment for orders received in 2022 will reach 34.5 billion yuan. TSMC has obtained this fund first, and even if it is just deposited in the bank to earn interest, it can make a small profit. This is truly rare in the industry, and unless there are special circumstances, the advance payment for general orders is only a small portion. And this also indicates the busy state of the global chip industry in the new year, perhaps there will be no off-season for the entire year of 2022.

Industry insiders have already revealed that Apple's upcoming iPhone 15 model will fully adopt self-developed chips from 5G chips to processors, and TSMC will be the exclusive chip manufacturer for this model. It can be said that with a large order from Apple, TSMC will not have to worry about business from 2022 to 2023.

And Apple's former "partner" Qualcomm will withdraw from Apple's mainstream smartphone chip supplier queue. Previously, the head of Qualcomm revealed that by 2023, only 20% of the 5G modems left by Apple to Qualcomm will remain.

Speaking of which, in Apple's eyes, Qualcomm's biggest weakness is not insufficient business capabilities, but the potential business competition with Apple. Qualcomm already designs chips themselves, and if Apple hands over its own chip design drawings to Qualcomm for outsourcing, there is a high possibility of technology theft in the future. As a mobile phone manufacturer with a unique iOS ecosystem worldwide, Apple must ensure the confidentiality of its own technology.

2. Lei Jun laughed! A certain company invested 2 billion yuan to purchase 650000 Xiaomi 12 devices!

Xiaomi 12 is the latest generation of blockbuster. Since its launch, it has been loved by the vast number of Rice noodles. It broke 1.8 billion in sales in just five minutes of its debut, and sold more than 400000 sets. Mobile phones can circle the world once connected. It can be seen that Rice noodles have a bloody possessive desire! In addition to the purchase of Rice noodles, it has also been favored by many companies, who have purchased in large quantities, and this wave of operations has given Lei Jun enough heat!

Recently, it was exposed online that a certain company purchased 650000 Xiaomi 12 series phones at once, with a retail value of over 2 billion yuan! Which company has taken such a bold approach? Let's take a look with the editor!

Prior to this, some analysts believed that it must be the work of a certain operator. As expected, soon after, as one of the three major telecom operators, China Mobile's procurement and bidding officials announced this news, and the signatory of the procurement was China Mobile Communications Group Terminal Co., Ltd.

I didn't know what purpose this order was for, even though I started so quickly? Or bundled business orders? Or employee year-end benefits? Anyway, this wave of thunder army is the biggest winner!