TSMC

It’s almost a year since TSMC announced that it was planning to spend $12B on a chip plant in Arizona, but a new report today suggests that this is just the start.

The first plant is due to begin production in 2024, and sources now claim that additional chip-fabrication plants in the state will follow …

Apple A-series and M1 chipmaker TSMC has announced dramatic investment plans to help address the global chip shortage.

The company had previously announced plans for a record $28B investment in capital expenditure, but now says that will be just part of a massive $100B investment over the next three years …

It was reported yesterday that the global chip shortage was “affecting everyone except Apple,” with two factors insulating the iPhone maker. That isn’t quite accurate, as iPhone 12 production has been constrained by shortages of both power management chips and LiDAR components, but it’s certainly true that the Cupertino company is in a much better position than most.

However, it seems Apple may have another worry, as a Samsung plant responsible for 5% of global chip supply has been out of action for over a month …

Apple A-series and M1 chipmaker TSMC is preparing to raise more than half a billion dollars to fund an Arizona chip plant and more as it responds to the global chip shortage.

President Biden recently urged TSMC to step up production as US companies are being hit hard by the shortage…

Apple A-series and M1 chipmaker TSMC is planning to carry out what is known as risk production of 3nm chips later this year. A 3nm process will be used for future iPhones, although likely not until 2023.

Risk production is the stage at which a foundry has carried out purely internal testing, and believes that it is now ready to try the process on customer designs to see whether those can be successfully produced …

A new report says that Apple A-series chipmaker TSMC is already making chips for Intel, following earlier speculation that this was in the cards.

TSMC has a dramatic technological lead over Intel when it comes to chip fabrication, demonstrated in the 5nm A14 chips the company makes for Apple …

A new report today says that Apple will be responsible for more than half of all 5nm chips made this year, and that Samsung will be in a distant third place at around 5% of the latest smaller-process chips. The A14 chip was Apple’s first use of a 5nm process.

Apple will also be in large part responsible for Qualcomm coming in second, at around a quarter of the likely production …

As Intel plays catch up in the chip production industry, a new report from Bloomberg today indicates that Intel has talked with TSMC and Samsung about outsourcing some production. This comes as Apple transitions away from Intel in the Mac lineup, opting for its own Apple Silicon chips — produced by TSMC — instead.

Strong iPhone 12 demand was credited with Foxconn reporting record revenues earlier this week, and now the same is true of TSMC. Apple’s chipmaker reported record revenue for December.

TSMC’s share price also hit a record high today in response to the news …

An Intel investor with a billion dollar stake in the chipmaker says that it needs to make drastic changes to address its changed fortunes – including attempting to win back Apple as a client.

Intel stock had fallen 21% over the course of 2020 before the 10-figure investment by hedge fund Third Point, which is pushing for fundamental change in the company …

Market intelligence firm TrendForce is out with a new report, in which it predicts that the A15 chip in Apple’s 2021 iPhones will stick with a 5nm process, but will move to an enhanced ‘5nm+’ version.

The A16 chip for the 2022 iPhones are expected to move to a 4nm process, though the company does add a rider to this …

Apple suppliers are among the Taiwanese tech companies being pressured by the White House to move their manufacturing operations away from China, says a new report today.

Washington is said to have “weaponized tech supply chains” against China…

Chip production for the first Apple Silicon Macs is reported to be on schedule for launch before the end of the year.

A new supply-chain report today says that mass-production is set to kick off in the final quarter of the year …

Apple A-series chipmaker TSMC has given an indication of the potential iPhone 12 performance and power efficiency improvements we might see from this year’s flagship phones.

The A14 chip in the iPhone 12 is expected to be based on a 5nm process, compared to the 7nm process used in the A13 chip which powers the iPhone 11. We’ve previously seen estimates of the impact of the smaller process, but TSMC has now touted its own numbers …

Apple chipmaker TSMC says that while we’re expecting to see the first Apple Silicon Macs before the end of this year, there will be a big boost in production from the second half of 2021.

Apple itself has said that it expects to complete the transition from Intel to ARM-based Macs within two years, but hasn’t given any indication on which models to expect when …

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Controversy over the planned TSMC US plant continues. There are bipartisan moves in both the Senate and House to argue that if a Taiwanese company is given subsidies to build a semiconductor plant in the US, the same should apply to American-owned companies.

It follows news that TSMC is seeking huge subsidies from the US government in order to proceed with plans to build a plant in Arizona …

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Plans for a TSMC Arizona plant are in doubt as the chipmaker says it is seeking huge subsidies from the US government in order to proceed.

Specifically, TSMC wants the US government to completely cover the difference in operating costs between Taiwan and the USA …

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Plans for a $12 billion TSMC US plant to be built in Arizona raise serious national security and competition questions, say three Democrat senators.

Apple A-series chip supplier TSMC announced plans last week to build a chip fabrication plant in Arizona. It’s expected that at least some of the chips made for iPhones, iPads, and Apple TVs will be produced there…

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After a few days of rumors, it is now official. TSMC announced in a press release that it intends to build a chip factory in the United States, specifically in Arizona.

Construction is expected to begin in 2021 and the first chips from the fab could be manufactured in 2024. TSMC is the exclusive manufacturer of the A-series chips Apple uses in its iOS devices.

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A new report today from the Wall Street Journal reiterates that Apple supplier TSMC is in negotiations to build a multibillion-dollar manufacturing plant in Arizona. This follows up its original report from earlier this week, with today’s report adding that an announcement could be made this week.

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