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After 2nm will come TSMC 1.4nm chips, confusingly named A14

TSMC 1.4nm chips | Roadmap slide presented by TSMC

There’s no letup in the race toward ever smaller processes. It’s just a couple of days since we heard that TSMC has shown Apple test results from a 2nm chip, and the company is already discussing the next generation – using a 1.4nm process.

Somewhat confusingly, TSMC is switching from the N prefix it has used in the past to an A prefix – meaning that the 1.4nm chips will be labelled as A14 – the same name Apple gave to the 5nm chip used in the iPhone 12 line-up …

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Apple plans to package US-fabbed Apple silicon in US, TSMC plant not a ‘paperweight’

apple silicon transition | apple 5G modem iPhone

In 2021, Apple committed to investing $430 billion in the US economy over a five year period. Now the company has detailed plans to bring Apple silicon packaging to Arizona as part of that investment. The announcement seems to refute an earlier report that Apple silicon fabbed by TSMC in the US would still need to be packaged in Taiwan.

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TSMC earnings back reports of relatively weak iPhone 15 demand

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The latest TSMC earnings report appears to provide further evidence for recent reports of relatively weak iPhone 15 demand – when compared to last year’s iPhone 14 lineup.

While the iPhone 15 Pro and Pro Max models appear popular, it seems demand for these isn’t high enough to offset disappointing sales of the base and Plus models …

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TSMC founder says Intel won’t catch up, but there are threats to Apple chipmaker

Intel won't catch up with TSMC | Track race between athletes

TSMC founder Morris Chang has said that Intel won’t catch up with its technological lead, and will remain in the “shadow” of the Taiwanese company.

Intel has acknowledged that Apple’s own Mac chip designs are more advanced than any PC chip the US company currently offers, but the company’s CEO has repeatedly suggested that it will eventually catch and then overtake TSMC …

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iPhone 15 Pro a success for TSMC; five companies expected to follow iPhone 16 lead

iPhone 15 Pro a success | Raw Titanium Pro Max model in box

The launch of the two iPhone 15 Pro models is being heralded as a success for chipmaker TSMC, with the A17 Pro chip expected to account for between 4% and 6% of its total sales this year.

Next year, Apple is expected to adopt TSMC’s next-gen chip tech, known as N3E, for the iPhone 16 Pro models. Five other companies are expected to do the same for their most advanced chips …

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Almost half of TSMC Arizona plant hires are from Taiwan; full expansion ‘unlikely’

TSMC Arizona plant hires – half from Taiwan | Stylized image of printed circuit boards

When Apple chipmaker TSMC was granted federal subsidies for building its first US plant, creating jobs for American workers was one of the key arguments. But with hiring well underway, a new report says that almost half of the TSMC Arizona plant hires are from Taiwan.

Additionally, plans for a six-step expansion program – intended to allow the Arizona plant to rival the production volumes of those in Taiwan – are now said to be unlikely to proceed ….

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Arizona TSMC plant: Governor claims it might be upgraded from a ‘paperweight’

Arizona TSMC plant | Construction work photo

After an analyst described the Arizona TSMC plant as a “paperweight” – due to the fact that all the chips it makes will have to be sent to Taiwan for the final stage of production – the state’s governor has claimed that this might change.

Governor Katie Hobbs said during a visit to TSMC in Taiwan that the state and the Apple chipmaker are “talking” about upgrading the capabilities of the plant …

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TSMC Arizona chip plant will be a paperweight, says analyst

TSMC Arizona chip plant will be a paperweight | Snow globe paperweights

The TSMC Arizona chip plant is behind schedule, over budget, and the subject of contention in online forums – and now an analyst says that it will be little more than a useless paperweight, even when it does finally begin production.

Not only will it only make chips for older Apple devices, but it can’t even complete the process of making those without sending them back to Taiwan for final assembly …

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TSMC US chip plant battle deteriorates, with American workers insulted in online attacks

TSMC US chip plant battle deteriorates | Two fists

The ongoing TSMC US chip plant battle continues to rage, over the company’s plans to bring in hundreds of Taiwanese workers to speed up construction. The plant is slated to make chips for older Apple devices.

The latest development has seen a popular Taiwanese YouTube channel accuse US workers of laziness, with anti-American insults also posted to a local Facebook group …

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US-made TSMC chips may cost more; US influences risk of Taiwanese invasion – Liu

US-made TSMC chips | Phoenix, Arizona

US-made TSMC chips may cost more than the same ones made in Taiwan, suggests a new piece today, following an interview with company chairman, Mark Liu. The Arizona plant will make chips for older Apple devices.

Asked about the risks of China invading Taiwan, Liu suggested that this mostly depends on the state of diplomatic relations between the US and China …

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TSMC Arizona chip production delayed from 2024 to 2025

TSMC Arizona chip production delayed | Close-up of silicon wafer

The start of TSMC Arizona chip production – which will include chips for older Apple devices – has now been officially delayed by the company. Production was scheduled to begin in late 2024, and this has now been pushed back to early 2025.

Apple’s chipmaker had previously acknowledged that construction work had fallen well behind schedule, but had said at the time that this “[did] not necessarily mean” that initial chip production would be delayed …

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Apple chip production unaffected by Chinese sanctions, but things could get much worse

Apple chip production | A16 chip from iPhone 14 Pro Max

TSMC‘s Apple chip production is not expected to be affected by China’s decision to restrict exports of two key materials, but there are fears that this could change dramatically if the relationship between China and the US continues to deteriorate.

The biggest fear is that China could take the same step with rare earth elements, like lithium …

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TSMC Arizona chip plant over budget and behind schedule; US workers blamed

TSMC Arizona chip plant delay | Construction worker using a welder

Construction work on TSMC’s Arizona chip plant, which is set to make chips for some older Apple devices, has run over budget and behind schedule – leading to plans to send over hundreds of additional workers from Taiwan to try to address the problems.

The news follows concerns about safety at the plant, after multiple accidents, and a claim that an active shooter drill was used to disguise the need to evacuate the plant after a gas leak …

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TSMC Arizona plant safety questioned after multiple accidents, fake active shooter drill

TSMC Arizona plant safety | Stock photo of construction site worker

Questions are being raised about TSMC Arizona plant safety, after multiple accidents, near-misses, and claims of a faked active shooter drill to cover up the evacuation needed for a dangerous gas leak.

One union rep says that the plant – which is set to make chips for Apple – is “easily the most unsafe site” he’s seen in 17 years …

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TSMC investing in Japanese operations | Tokyo skyline

Apple chipmaker TSMC investing in Japanese production as Taiwanese stability fears grow

Apple chipmaker TSMC is one of seven semiconductor companies to announce plans to invest in Japanese operations, ahead of a G7 summit in the country.

One of the key issues to be discussed at the summit is economic resilience and security in the light of growing threats to global trade, which includes fears about the future of Taiwan …

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Warren Buffett sold all TSMC shares over concerns about Taiwan’s stability

Warren Buffett sold all TSMC shares | Taiwan skyline

Warren Buffett’s conglomerate Berkshire Hathaway has now sold all its TSMC shares in what has been described as an “abrupt” move.

Buffett said that while he remained a great admirer of the company, tensions between China and Taiwan were too great to make it a safe investment – highlighting concerns about Apple’s total dependence on the Taiwan Semiconductor Manufacturing Company for all of its processors …

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TSMC 3nm chip production can’t keep up with Apple demand

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TSMC 3nm chip production is well underway, with the latest process expected to be used for both the A17 chip in the iPhone 15 Pro, and the M3 destined for future Macs. However, the company told analysts that it isn’t yet able to keep up with customer demand.

Apple’s chipmaker also said that yield rates (the percentage of chips that pass quality control tests) are not yet good enough to charge the iPhone maker for every wafer produced …

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TSMC Arizona plants facing ‘unacceptable’ US rules; company wants twice as much money

TSMC Arizona plants | A16 chip shown

Act surprised! There’s a potential snag in the plan for Apple chips to be made in the US by TSMC. The company’s A-series and M-series chipmaker says that the US government is imposing “unacceptable” conditions on the two TSMC Arizona plants it is building.

TSMC is said to have been offered tax credits worth $7-8 billion, but a new report says it is looking for the government to double its incentives to around $15B, and to waive the profit-sharing terms attached to the CHIPS Act …

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After Foxconn, Apple chipmaker TSMC revenue also fell in March

TSMC revenue falls | Apple Store, Mall of the Emirates, Dubai

iPhone assembler Foxconn last week reported a 21% year-on-year fall in revenue in March, and we’re today learning Apple chipmaker TSMC revenue also fell in the same month – by 15%.

While there are reasons to be cautious about reading too much into these results, it is near-certain that they give at least some clue as to Apple’s current fortunes …

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M2 chip production halted for two months after Apple warned of ‘rough’ time for Mac

M2 chip production | M2 system on a chip

A supply chain report says that M2 chip production was completely halted during January and February due to limited demand for M2-powered Macs. This is believed to be the first time that Apple has ever suspended chip production for current-gen products.

Production resumed in March, but is reportedly at half the level of M1 chip production in the same period last year …

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