After a blockbuster quarter driven by the iPhone 12, Apple supplier TSMC says it will spend as much as $28 billion in capital spending in 2021, with much of that amount allocated to expanding its technological lead.
Apple chip partner TSMC will see growth in 2021 alongside the entire chip foundry industry, Counterpoint Research claims, with TSMC expected to keep outperforming the industry average with growth between 13% and 16%.
The market shouldn't pay too much attention to how much of TSMC's 5nm production is utilized by Apple, TF Securities analyst Ming-Chi Kuo suggests, with changes in production likely to be more due to seasonality than unexpectedly low iPhone 12 demand.
Apple partner supplier TSMC reported earnings for the third quarter of 2020 on Thursday, revealing strong guidance for the coming period that provides vision into products like iPhone and Apple silicon Macs.
Chinese chip producers are tempting employees from Apple chip partner TSMC to jump ship, with more than 100 engineers and managers said to have taken the bait of higher wages as rival foundries attempt to shift away from relying on external suppliers.
TSMC is getting closer to finalizing a 3-nanometer process that could be used on Apple's A-series or Apple Silicon chips that will be produced in 2022, with a report doubling down on rumors the chip foundry reportedly gearing up to start risk production of processors using the process in 2021.
Senate Democrats on Tuesday called on President Donald Trump to answer "serious questions" about a planned Taiwan Semiconductor Manufacturing Co. chip plant, with the group seeking transparency on potential national security and financial issues.
The White House is in talks with major chip producers Intel and TSMC, in an attempt to try and get more processor production to take place within the United States, a move that could eventually lead to some of Apple's A-series chips being made within the country.