TSMC Stories July 19

AAPL: 151.02

0.94

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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TSMC Stories July 18

AAPL: 150.08

0.52

A report out of Korea says that Samsung – dropped by Apple as a supplier for iPhone processor chips last year – will once more share production with TSMC from next year.

Apple used to split its A-series chip production between Samsung and TSMC, until switching exclusively to the Taiwanese company for the iPhone 7. TSMC kept its exclusive contract for the upcoming iPhone 8, but Samsung has reportedly succeeded in winning orders for the 2018 iPhone thanks to two factors …

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TSMC Stories March 20

AAPL: 141.46

1.47

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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TSMC Stories March 15

AAPL: 140.46

1.47

Samsung’s chip business has been increasingly left out in the cold by Apple as the company has favored Taiwanese rival TSMC for the A-series processors used it its iPhones and iPads. TSMC won all of Apple’s business for the A-series chips used in the iPhone 6 and iPhone 7, and is reported to be the exclusive supplier for the 10nm A11 chip destined for the iPhone 8.

But it seems Samsung hasn’t yet given up hope of winning future business from Apple. Korea’s ET News reports that the company is accelerating plans for 7nm chips in the hopes that these might be used for next year’s iPhones …

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TSMC Stories March 7

AAPL: 139.52

0.18

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.

TSMC Stories December 23, 2016

AAPL: 116.52

0.23

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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