After Apple supplier TSMC announced it would increase its Arizona investment, Apple CEO Tim Cook confirmed that the company would use chips built in the state.
Before the first Arizona TSMC fab opens its doors in 2024, the company has already committed to building a second — and has announced that it will spend $40 billion on it.
Apple supplier TSMC believes that US efforts to rebuild chip manufacturing at home are doomed to fail, as it finds itself caught between China and the United States in a tech cold war.
Right after the company recorded record profits, mostly generated by iPhone processor production, Apple chip partner TSMC has also announced that it has been granted an exemption from new US laws prohibiting high-tech manufacturing gear exports to China.
Some US officials suggested that destroying TSMC facilities would be more desirable than China getting access to semiconductor production, but Taiwanese officials state that won't be necessary.
After a report less than a week ago claimed that Apple was balking at paying TSMC more, Apple has allegedly agreed to accept a manufacturing price hike.
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A new report says Apple will be the first company in the world to employ TSMC's updated 3-nanometer process, and aims to use it in the iPhone 15 Pro and M3 Macs.
A shortage of cheap chips is affecting production of cutting-edge chips, the CEO of TSMC has warned, with massive demand for the low-cost silicon consuming supply chains that could be used for more advanced chips, like Apple's A-series and M-series.
A prominent analyst covering Apple doubts claims made in a rumor that the company has cut down its iPhone 14 orders, insisting that such a major supply chain event is unlikely to occur as reported.
Apple Silicon could shift to a 3-nanometer production process during the M2 generation, a report claims, instead of waiting to introduce the chips as part of M3.
TSMC is further increasing its footprint in Taiwan by building four more facilities valued at $10 billion apiece in its production hub in Tainan, intended for the manufacture of 3-nanometer chips.
Apple Silicon manufacturer TSMC is reportedly in talks to build a major new fabrication facility in Asia, as part of measures to address the global chip shortage.
Processor manufacturer TSMC already earned a quarter of its revenue from Apple, and now that is increasing with orders for iPhone and Apple Silicon orders predicted to grow by $4 billion since 2021.
Demand for consumer electronics is appearing to slow amid geopolitical and pandemic uncertainties, and TSMC's chairman says that rising costs of components could be passed on to consumers.
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