Supply chain proves Apple is not immune to massive SSD cost increases

SSD storage is now a seller's market. Apple's huge buying power no longer means it can dictate better and long-term deals with its iPhone suppliers than anyone else — for now.

William Gallagher 3 months ago 3

America's spymasters terrified Tim Cook with Taiwan invasion timeline

Apple CEO Tim Cook lost sleep after the CIA briefed him years ago that China would move on Taiwan by 2027. With that day approaching, not enough has been done about it.

William Gallagher 3 months ago 18

Take a peek into Apple's efforts to bring Mac mini assembly and chip fabrication stateside

Apple is working to bring more manufacturing to the United States, including chip fabrication and Mac mini assembly, but it's a slow-moving project.

Wesley Hilliard 3 months ago 4

OLED MacBook screen & M6 chip close to mass production

Apple's rumored second MacBook Pro release in 2026 is getting closer to reality, with production of the M6 chips and OLED display set to start within months.

Malcolm Owen 4 months ago 6

AI demand forcing Apple to look for alternatives to TSMC

Apple is no longer the biggest client for chip foundry TSMC, and as it loses its stranglehold on the global supply chain, Tim Cook may have to turn to other manufacturers to meet demand for the iPhone and Mac.

William Gallagher 4 months ago 4

Apple may use Intel for some iPhone chips, but not its most advanced silicon

One analyst is doubling-down on his prediction that Intel might become a secondary manufacturer for Apple Silicon, but not for high-end devices.

Andrew Orr 4 months ago 6

Nvidia is squeezing out Apple for TSMC foundry capacity

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire output are over — for now.

William Gallagher 4 months ago 13

TSMC price hikes are another financial pain point for iPhone 18

Rising manufacturing costs for next-generation 2-nanometer chips intended for the iPhone 18 could test Apple's long-running formula of advancing performance without hiking iPhone prices year-over-year.

Andrew Orr 7 months ago 9

iPhone 18 A20 chip will cost TSMC a lot more to make

The 2 nanometer chip fabrication technology expected in the iPhone 18 A20 processor is expected to cost 50% more to manufacture, but given history Apple is not likely to pass on the increase to users.

William Gallagher 7 months ago 8

Apple taking half of TSMC's 2nm chip capacity when production hits full speed

Apple supplier TSMC is anticipated to start full-scale production of 2-nanometer chips by the end of 2025, with Apple apparently occupying close to half of the total manufacturing capacity.

Malcolm Owen 9 months ago 10

A20 chip developments could mean more iPhone variants in 2026

A change in the way TSMC makes chips for Apple could mean a lot more variation in performance for the iPhone 18 models, by Apple switching combinations of CPU, GPU, and Neural Engine.

Malcolm Owen 9 months ago 7

Trump claims TSMC will invest $300 billion in Arizona, pledges semiconductor tariff

President Trump has announced that iPhone processor supplier TSMC is to invest $300 billion in US manufacturing, and says a semiconductor tariff is imminent.

William Gallagher 10 months ago 6

Ex-TSMC staff arrested over alleged chip trade secret theft

Three people, including a pair of former employees of TSMC, were arrested for allegedly stealing proprietary technology from Apple's chip partner, Taiwanese prosecutors have confirmed.

Malcolm Owen 10 months ago 1

TSMC US chip production may soon only be three years behind Taiwan

TSMC is working to build two plants in Arizona faster, a move that could bring more Apple chip production to Arizona quicker — but don't expect the newest chips.

Malcolm Owen 10 months ago 10

California Attorney General threatens lawsuit over potential 25% iPhone tariff

In a reaction to newly announced tariffs that initially appeared to target Apple's iPhone, California's Attorney General Rob Bonta said he would consider taking the Trump administration to court.

Charles Martin 1 year ago 23

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