May 11

AAPL: 153.95

1.32
Stock Chart

According to a new report from Digitimes, TSMC has officially begun production of the Apple A11 SoC, set to feature in the iPhone  8 later this year. The foundry apparently wanted to begin mass production in April but faced issues with yields. TSMC will be the sole supplier of A11 chips for the upcoming iPhone refresh.

The A11 chip is also expected to be included in the iPhone 7s spec bump phones, which will seemingly use the same chassis design as the iPhone 7 and iPhone 7 Plus, although this is not universally supported by the rumors.

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March 27

AAPL: 140.88

0.24
Stock Chart
Although the iPhone 8 (and iPhone 7s counterparts) are not expected until the fall, Apple suppliers have to ramp production months in advance to secure the millions of parts necessary for the launch. Economic Daily News is today reporting that TSMC will begin mass production of the Apple A11 SoC, which will power the 2017 iPhones, in April.

The chip inside the iPhone 7 is the Apple A10 Fusion, which includes two high-power cores and two lower-power cores. The design of the A11 chip is unknown but the report says it is fabricated using a 10 nanometer process ..

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March 20

AAPL: 141.46

1.47
Stock Chart

TSMC, Apple’s sole A-series chip supplier for the iPhone 6 and 7 (and rumored exclusive supplier for the iPhone 8 also), is considering building a foundry in the USA, reports Reuters. While the company had previously said that it hadn’t ruled out the idea, it now says that it will make a definite decision one way or the other in 2018 …

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9to5toys 

March 7

AAPL: 139.52

0.18
Stock Chart

December 23, 2016

AAPL: 116.52

0.23
Stock Chart

A supply-chain report from the variously-reliable Digitimes claims that low yield rates from the 10nm process expected to be used for the A10X chip in next year’s iPads could delay production of the tablets.

TSMC has reportedly obtained 10nm chip orders from Apple, HiSilicon and MediaTek, with volume production set to kick off in the first quarter of 2017. Nevertheless, yield rates for TSMC’s 10nm process technology are not what the foundry expected, the sources said.

TSMC is scheduled to start making Apple’s A10X chips for the next-generation iPad series slated for launch in March 2017. Unsatisfactory yields for the foundry’s 10nm process could disrupt the schedule, the sources indicated …

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December 8, 2016

AAPL: 112.12

1.09
Stock Chart

TSMC may have won the exclusive contract to produce the A10 chip in the iPhone 7 and be on track to do the same for the A11 chip for next year’s iPhone, but the company isn’t taking future business for granted. Nikkei Asian Review reports that the company is already planning to build a new plant to create 5nm and 3nm chips to help win future Apple business …

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9to5google 

November 8, 2016

AAPL: 111.06

0.65
Stock Chart

October 13, 2016

AAPL: 116.98

-0.36
Stock Chart

Reuters reports that analysts believe strong iPhone 7 sales are behind A10 chipmaker TSMC reporting record profit and sales in Q3, and now raising its forecast for 2016 revenue.

TSMC reported July-September net profit climbed 28 percent to T$96.8 billion ($3.08 billion) […] 

TSMC, which doesn’t disclose details of customer orders, said on Thursday it now expects revenue growth to be 11-12 percent, compared with a previous estimate of a 5-10 percent increase. “Demand for high-end smartphones will continue to improve,” said co-Chief Executive Officer Mark Liu …

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August 26, 2016

AAPL: 106.94

-0.63
Stock Chart

Apple could potentially put Intel processors inside iPhones as early as 2018, according to industry experts. Nikkei Asian Review published a new report today that highlights comments made by semiconductor analysts who believe Intel’s recent embrace of ARM could mean new competition to TSMC and Samsung sooner than previously expected.

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electrek 

June 16, 2016

AAPL: 97.55

0.41
Stock Chart

May 6, 2016

AAPL: 92.72

-0.52
Stock Chart

March 16, 2016

AAPL: 105.97

1.39
Stock Chart

February 15, 2016

AAPL: 104.58

2.06
Stock Chart

Apple chipmaker TSMC said that the earthquake that hit southern Taiwan earlier this month caused damage that will impact production, but has not yet given a clear indication of the scale of the problem. The company is one of two chip fabricators for the iPhone 6s, and is expected to be the sole manufacturer of the A10 chip for the iPhone 7.

The 6.4-magnitude earthquake on February 6 killed 116 people and injured many more, with significant damage also caused to manufacturing facilities …

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9to5toys 

February 10, 2016

AAPL: 101.17

0.05
Stock Chart

According to a report from South Korean news outlet The Electronic Times, the Taiwan Semiconductor Manufacturing Company, better known as TSMC, has reached a deal with Apple to be the sole provider of the processor used in the next-generation iPhone. TSMC and Samsung shared the task of building the processors for the iPhone 6s and iPhone 6s Plus.

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January 14, 2016

AAPL: 99.52

2.13
Stock Chart

While we’ve heard tales of gloom and despair from other Apple suppliers, leading analysts and media alike to suggest that the iPhone market might be contracting for the first time ever, it’s rather a different story with key Apple chipmaker TSMCFocus Taiwan reports that its 2015 earnings were the highest in its 29-year history.

The company posted NT$306.57 billion (US$9.15 billion) in net profit for 2015, a 16.2 percent annual increase. TSMC’s 2015 earnings per share was NT$11.82, compared with NT$10.18 the previous year, and its consolidated sales rose 10.6 percent to NT$843.497 billion, it said.

Profits and earnings per share were also record-breaking …

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November 17, 2015

AAPL: 114.18

1.84
Stock Chart

Respected analyst Ming Chi-Kuo from KGI Securities has this evening issued an investor note in which he predicts sales for Apple’s latest tablet, iPad Pro. Kuo predicts in his note that Apple will sell between 2.4 million and 2.6 million iPad Pro units in the fourth quarter of 2015. As we head into 2016, Kuo expects those numbers to slide slightly to between 2.1 million units and 2.3 million units.

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9to5google 

October 12, 2015

AAPL: 111.60

-0.52
Stock Chart

With the recent revelation that Apple had (not unexpectedly) sourced the A9 processor in the iPhone 6s from two different suppliers came the discovery that the model manufactured by Samsung is 10% smaller than the one built by TSMC.

Along with the size difference comes a difference in the power efficiency of each model, with many reports indicating—and Apple eventually confirming—that phones with the Samsung chip will likely see 2-3% lower battery life.

Today Ars Technica has published its own findings based on the results of a set of battery tests on each processor, showing that the TSMC hardware outpaces Samsung’s in most test categories, but not all.

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October 8, 2015

AAPL: 110.78

-0.53
Stock Chart

After some debate over whether the difference between iPhone 6s and iPhone 6s Plus models made with Samsung or TSMC chips may impact battery life, Apple has offered its own take on the matter:

Our testing and customer data show the actual battery life of the iPhone 6s and iPhone 6s Plus, even taking into account variable component differences, vary within just 2-3% of each other.”

That 2-3% difference may be greater than some suspected, myself included, considering how tight battery life on iPhones can be with moderate to heavy usage. Apple’s full statement (via Ars Technica) actually addresses the type of battery tests many testers reference when measuring performance as being unrealistic: expand full story

We’ve heard and read a lot about Apple going with two different manufacturers for the A9 chip in its iPhone 6s. Some models ship with a processor made by TSMC while others come with a Samsung-made component. While you’d expect that Apple would ensure both are built to offer comparable performance, it appears that may not be the case. It’s already been revealed by Chipworks that the Sammy model is 10% smaller, but if a couple of videos recently published are anything to go by, you might be better off with a TSMC model…

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electrek 

August 26, 2015

AAPL: 109.69

5.95
Stock Chart

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