TSMC's U.S. chip production efforts won't be making the latest chips for Apple products for the foreseeable future, with factories that haven't broken ground lagging roughly five years behind Taiwan.
When Apple releases its iPhone 18 lineup, the models will move to using a new two-nanometer processor from Taiwan Semiconductor, according to one prominent analyst.
Apple's iPhone processor supplier TSMC is reportedly about to announce a further $100 billion investment in the United States.
South Korean media claims that Apple Silicon M5 chips are in mass production, which makes a lot of sense considering that the first devices that will use them are expected ship before the end of 2025.
TSMC and Apple's partnership hasn't always been certain, with a new interview detailing how the company fended off an attempt by Intel to become Apple's chip foundry partner in 2011.
The Trump tariffs could financially hit Apple's chip production partnership with TSMC, after the President insisted the import taxes will be applied to semiconductors and other specific industries in the near future.
TSMC's chip foundry in Arizona is not just making one Apple chip, as a second Apple design is reportedly now in production at the facility.
Apple chipmaker TSMC is finding it harder to maintain neutrality as tensions between China and the U.S. continue to grow.
A US order to TSMC to cut AI chip supplies to China over Huawei sanctions won't cause problems for Apple. However, Taiwan's prohibition of TSMC producing 2-nanometer chips elsewhere could make an impact.
TSMC has advised the U.S. that there was an attempt by Huawei to violate sanctions against China restricting the export of AI chips to China, as the probe that could affect Apple chip production rolls on.
A US Commerce Department investigation into a possible sanctions breach by TSMC could spell trouble for Apple, as its chip partner could face penalties that ultimately harm production of iPhone and Mac chips.
The A20 chip that will be used in the iPhone 18 could be packaged with a new tech that will give Apple more configuration options, while still being as small as possible.
TSMC is expanding the capabilities of its chip plant in Arizona by partnering with the US-based Amkor Technology to add advanced packaging and test capabilities. The move will result in more US-based Apple chip production in the future.
TSMC has reportedly started production of Apple's iPhone chips in its Arizona foundry, with the first to be made in America set to be the A16.
Despite previous reports that Apple's iPhone 17 Pro would get TSMC's latest 2nm processor, a new claim says mass production will not be ready until the end of 2025.
Apple's chip partner is about to start trial production of chips using a 2-nanometer fabrication process, ahead of making the A19 chip destined for the iPhone 17.
Apple has reportedly increased its chip order with TSMC, one that apparently puts both the iPhone 16 and iPhone 16 Pro models on the A18 chip.
Taiwan press venues are circulating rumors of a new Apple datacenter coming that don't appear to be based on anything, making claims of a $14 billion benefit to the country's economy questionable, at best.
As saber-rattling about a Chinese invasion of Taiwan grows, two Apple suppliers have confirmed that they can scuttle chip production lines from outside the country, should the need arise.
Apple is preparing to start the production of chips using a 2-nanometer process, and sent COO Jeff Williams to Taiwan with a view to securing the first batch.
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Malcolm Owen
Charles Martin
William Gallagher and Mike Wuerthele
Mike Wuerthele
Amber Neely
William Gallagher
