TSMC Stories January 17

Taiwan Semiconductor Manufacturing Co (TSMC) has forecast its biggest quarterly revenue drop in a decade as it warns of the impact of falling demand for smartphones. TSMC is the sole supplier for the A-Series chips used in current iPhones, and this is expected to remain unchanged this year.

The market has responded nervously …

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TSMC Stories November 27, 2018

Weaker-than-expected demand for this year’s models has seen iPhone orders cut for the second time, claims a supply-chain report.

It follows earlier reports that Apple had reduced orders for both the iPhone XS and iPhone XR

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TSMC Stories October 18, 2018

Supply chain resources suggested this week that TSMC revenue for the final quarter of the year might be weaker than expected – and the company has now confirmed this, predicting weaker sales in some areas of its business.

But the company does not include its smartphone chip business in this assessment …

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TSMC Stories October 16, 2018

Taiwanese suppliers are said to be ‘cautious’ about iPhone XR orders, despite an analyst report yesterday suggesting that the new lower-priced model will do better than the iPhone 8 did in its launch quarter …

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TSMC Stories October 12, 2018

Apple has been firing on all cylinders recently with its CPU chip design; Apple’s A12 chip continued this trend and allows for the iPhone XS to easily outstrip the competition on speed tests and benchmarks. Of course, whilst Apple designs these chips in-house it does not manufacture them. That responsibility lies on TSMC’s shoulders. TSMC has been the exclusive manufacturer for Apple’s chips since the A10 chip in 2016.

According to Digitimes, that trend is set to continue with the next generation of processors which will power the fall 2019 iPhones. Apple has publicly praised TSMC for being able to mass produce to high quality, and be agile to new technology. At the A12 debut last month, Apple boasted how it was able to be the first company to ship phones with chips fabricated at a 7nm process — in large parts thanks to TSMC’s competency.

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TSMC Stories September 4, 2018

Apple is likely to establish a technical lead over most smartphone brands as the company moves to a 7nm process for the A12 chip that will power this year’s flagship iPhones. That lead could last well into next year.

Supply-chain sources say that most brands are unlikely to use sub-10nm chips for some time yet …

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