TSMC Stories August 10

Biden signs $52B CHIPS Act, but many remain skeptical

President Joe Biden signed the $52B CHIPS and Science Act yesterday, authorizing subsidies for chipmaking within the US.

The White House claims the act has spurred $44B worth of new chip fabrication plans, but many doubts have been expressed about the likely effectiveness of the measure …

TSMC Stories August 3

The controversial Nancy Pelosi Taiwan visit reportedly included meeting with TSMC chairman Mark Liu to discuss the CHIPS Act in relation to the chipmaker’s Arizona plant. The plant is expected to make chips for Apple.

China is extremely unhappy about the visit, and has responded by announcing live-fire military exercises in waters close to the island …

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TSMC Stories August 1

The scale of subsidies for the TSMC Arizona plant are in doubt as it becomes clear that the $52B CHIPS Act grants won’t go far, and Intel is angling to take the largest slice of the pie.

TSMC has previously said that the subsidy for American chip manufacturing was “vital” to its Arizona plant, which has been expected to begin US production of Apple’s A-series and M-series chips from 2024 …

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TSMC Stories July 28

CHIPS Act passes Senate vote, after $52B became $280B to fund scientific research too

The CHIPS Act, originally designed to provide $52B in incentives for chipmakers to open US plants, has now passed a Senate vote, with bipartisan support. It is expected to pass a House vote as early as next week, but has gained weight in its journey through Congress.

Apple lobbied in favor of the original plan, stating that it was vital to the construction of a TSMC plant in Arizona, which is expected to make chips for the Cupertino company …

TSMC Stories July 20

A $52B US chip subsidy bill has convincingly passed a new Senate vote, with 64 in favor and just 34 opposed. Apple has said that the subsidy is ‘vital’ to the construction of a TSMC chip-making plant in Arizona, which is expected to make chips for the Cupertino company.

The latest vote had been described as a test of whether there was sufficient backing to include additional funding for science and defense research …

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TSMC Stories July 14

The iPhone chipmaker TSMC predicts Q3 revenue of up to $19.8-$20.6 billion from $14.88 billion year-over-year, thanks to increased demand for the iPhone 13. TSMC seems confident in long-term chip demand.

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TSMC Stories July 13

Primary iPhone assembler Foxconn has reportedly bought a stake in China’s top chipmaker, Tsinghjau Unigroup – but appears to have done so without the necessary government approval.

The move comes at a time when Apple is seeking to widen its chip supplier roster to guard against supply chain disruptions …

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TSMC Stories July 1

While demand for the next generation iPhone is looking to be high, the hectic supply chain continues to disrupt the market. According to DigiTimes, Apple is cutting iPhone 14 orders by 10%, despite expecting strong demand for its lineup.

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TSMC Stories June 30

The CHIPS Act, which would provide more than $50 billion in subsidies for US chip production, is vital if TSMC’s Arizona plant is to proceed on schedule, says the company.

Apple was among the companies to lobby for the subsidy, but political battles mean that the passing of the bill is now in some doubt …

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TSMC Stories June 23

Almost exactly a year ago, the Senate approved $52B in funding to boost US chip production, and the House likewise gave its support in February of this year. Apple also lobbied for the deal. Despite this, the subsidy now appears to be in doubt.

Democrats and Republicans are reported to be bogged down in arguments about other measures in the bill …

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TSMC Stories June 17

TSMC, the iPhone chipmaker, announced that it will start 2nm chip production by 2025. This is the first time the manufacturer states when it’s going to produce its ultra-advanced new chips, as Samsung and Intel made a similar announcements.

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TSMC Stories May 19

A new TSMC Singapore plant is being discussed, as a way to help tackle the global chip shortage. The company is said to be in discussion with the government over the potential move.

A Singapore plant would help Taiwan Semiconductor Manufacturing Company achieve another key objective, says the report …

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TSMC Stories May 4

Intel last week provided an update on its 14th-generation Meteor Lake processors due to launch next year, but it seems that there may have been a crucial change to the company’s plans.

Intel has said as recently as last week that it would fabricate the chips itself, using a 7nm process, but a supply-chain report today claims that the company will instead outsource the work to TSMC, so it can benefit from the same 5nm process used for Apple’s M1 chips …

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TSMC Stories May 3

One of the catch-22s of the global component shortage is that chips for chipmaking machines are one of the items in short supply, say execs from Intel and Apple chipmaker TSMC.

Buying new chipmaking machines was never a speedy process, given their complexity and delicacy, but lead times before the pandemic were measured in months. Now, say chipmakers, that time can be as long as 2-3 years …

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TSMC Stories April 8

Apple chipmaker TSMC has announced record revenues for the first quarter of the year, despite the continued component shortage and COVID lockdowns in China.

The company said that Q1 revenue was 35% higher than the same quarter last year – even though it had faced challenges …

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TSMC Stories March 30

After 9to5Mac reported earlier this week that Apple is cutting production for the iPhone SE 3 by at least 20%, a new story by Nikkei Asia shows that demand for smartphones and PCs overall is starting to slow, especially in China – although in the US, Bank of America analysts believe demand for the iPhone is still strong.

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TSMC Stories March 3

Taiwan was hit by widespread power outages this Thursday. With that, two of its biggest cities, TMSC’s iPhone processor production hub, and over five million households were affected by this issue.

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TSMC Stories February 23

We’ve known for several years that an in-house Apple 5G modem design was in the works, to enable the Cupertino company to finally ditch Qualcomm as a supplier. A fresh report today says that Apple is in talks with a potential company to assist with this work.

Apple is expected to switch to its own modem design from 2023, though this likely won’t entirely end the company’s relationship with Qualcomm …

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TSMC Stories February 22

After Apple’s improvement over battery life on the iPhone 13 line, it seems like the company could go a step further with the iPhone 14, as it’s ditching Samsung for smaller and improved TSMC 5G chips.

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TSMC Stories February 15

It’s been almost two years since Apple chipmaker TSMC announced its plans to construct a plant in Arizona. Now, a report indicates that the company is three to six months behind schedule.

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TSMC Stories January 20

Intel says it will switch to TSMC’s 2019 chipmaking tech by 2025

It’s no secret that Apple chipmaker TSMC is years ahead of Intel, so it’s almost touching when Intel proudly announces that it expects to switch to TSMC’s 2019 chipmaking tech by 2025 …

TSMC Stories January 13

Apple chipmaker TSMC has reported record profits for the holiday quarter, comfortably beating analyst expectations. The company has also reported year-on-year revenue growth of 24.1%, a quarter of it generated by Apple.

TSMC, which makes Apple’s A-series and M-series chips, says that it has big expectations and big plans for the next few years …

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TSMC Stories January 3

There are no signs of the global chip shortage easing any time soon, and one of the reasons behind it appears to be getting worse, not better.

Industry experts say that a shortage of qualified staff is a growing problem, especially the highly qualified engineers needed to design new chips and solve manufacturing problems for ever more complex ones …

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TSMC Stories December 16, 2021

TSMC client list shows Apple makes up a quarter of its revenue

A listing of TSMC clients shows that Apple generates just over a quarter of the chipmaker’s revenue, at 25.9% – with no other companies reaching double digits …

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