AAPL: 155.75


Taiwan Semiconductor Manufacturing Co (TSMC) says that it expects its revenues to grow by 10% during October to December, as the iPhone X goes on sale. It follows 28% growth in August in the run-up to the iPhone 8 launch.

TSMC is believed to be the sole supplier of the A11 chip used in this year’s iPhones, just as it was for the iPhone 7, and the company appears confident of fending off future competition from Samsung …

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September 8

AAPL: 158.63


Chip-maker TSMC announces August revenues up 28%, driven by A11 production

TSMC has announced that its August revenues have increased 28% sequentially thanks to ‘robust’ shipments of 10nm chips – which include the A11 chip used in this year’s iPhones …

July 19

AAPL: 151.02


With Samsung yesterday reported to be gearing up to win back some of Apple’s A-series chip production from next year, TSMC is today said to be boosting its own plans to make processors for the 2018 iPhone.

TSMC last year became Apple’s sole supplier of its A-series, in large part due to its lead in ever-smaller chips. The iPhone 8 is expected to use a 10nm process, meanwhile the Taiwanese chipmaker is offering a 7nm process for next year’s iPhone …

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June 30

AAPL: 144.02


Apple’s new 10.5-inch iPad Pro and 12.9-inch iPad Pro features the latest iteration in Apple’s processor and GPU design, packaged into the A10X SoC. Apple’s website touts 30-40% performance improvements over the previous iPad chip, the A9X.

TechInsights has analyzed the chip and confirmed that the SoC is fabricated using a 10 nanometer process, whereas the A10 and A9X use 16mm processes. This results in a high-performance chip that is also the smallest iPad SoC die size to date …

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May 11

AAPL: 153.95


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

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


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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March 7

AAPL: 139.52


Apple partners Foxconn and TSMC said to be bidding on Toshiba storage shares to bolster Samsung competition

Digitimes cites Chinese publication Liberty Times in reporting that Apple manufacturing partners Foxconn and TSMC are planning to bid for shares of Toshiba’s flash storage business. The move could bolster Toshiba against Samsung which leads in the memory space.

December 23, 2016

AAPL: 116.52


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


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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November 8, 2016

AAPL: 111.06


TSMC’s role as sole supplier of Apple’s A10 chip sees record profits & share price

Taiwan Semiconductor Manufacturing Company winning sole supplier status for Apple’s A10 chip has seen the company achieve both record profits and share price, reports Bloomberg. It was recently suggested that record revenue suggested strong iPhone 7 sales going into the holiday quarter.

October 13, 2016

AAPL: 116.98


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


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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June 16, 2016

AAPL: 97.55


Apple’s environment VP congratulates chip supplier TSMC on doubling down on renewable energy

Apple’s VP of environment, policy and social initiatives Lisa Jackson has tweeted congratulations to chip supplier TSMC on doubling its use of renewable energy this year.

May 6, 2016

AAPL: 92.72


Design of first version of A11 chip reportedly completed by TSMC in preparation for 2017 production

Digitimes is reporting that Taiwan Semiconductor Manufacturing Company (TSMC) has begun to ‘tape out’ the A11 chip expected to power the 2017-model iPhone. Taping out is the point at which the initial design is finalized and ready to create the photomask that will be used for manufacture.

March 16, 2016

AAPL: 105.97


Apple chip maker TSMC and designer ARM partner on 7nm process, likely destined for iPhone 8

Apple chipmaker TSMC and chip designer ARM have announced that they will work together to create a 7nm FinFET process expected to enter early production in late 2017 and mass production in 2018. This would put it on track for an A11 chip in the iPhone 8.

Apple originally used ARM chips in its iOS devices, switching to its own custom chip when it launched the iPhone 5, though still using an ARM instruction set. TSMC has so far been one of two A-processor chipmakers alongside Samsung, but is rumored to be the sole producer for the A10 chip in the iPhone 7.

February 15, 2016

AAPL: 93.99


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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February 10, 2016

AAPL: 94.27


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


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


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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