A supply chain report suggests Apple's next generation of processors will have more Neural Engine cores for more efficient operation of AI introduced in iOS 18.
Apple chip partner TSMC may soon benefit from the 2022 Chips Act, with the $53 billion grant pool expected to be tapped within the coming weeks.
A new rumor suggests that Apple has already queued up for the majority of TSMC's early 2nm production, but it is perhaps the most obvious report to come out of the supply chain yet.
Apple's iPhone processor manufacturer TSMC has announced that it expects its second Arizona plant will be delayed by up to two years — and may no longer produced the promised 3-nanometer chips.
TSMC is expected to announce a 23% drop in profit for the fourth quarter, but analysts say Apple will continue to keep its orders "steady" for the immediate future.
AppliPhonee's chip manufacturer TSMC has reported better than expected revenues for Q4 2023, and says it's due to AI causing increased demand for high-performance processors.
TSMC is competing against Intel and Samsung to bring out crucial 2-nanometer chips for their clients, with TSMC on track to provide Apple the technology for the iPhone 17 Pro in 2025.
Apple and manufacturing partner Amkor have announced that a new chip packaging foundry will be built very near the Arizona TSMC foundry, simplifying Apple Silicon production in the US.
Apple's iPhone processor manufacturer TSMC has posted its greatest drop in profits since 2019, despite the quarter ending with the release of the iPhone 15 range.
TSMC's under-construction Arizona chip plant will help further US chip production interests for Apple, and is a great talking point — but it's not going to break the company's reliance on overseas silicon manufacturing.
Taiwan Semiconductor Manufacturing Company has been working to expand its manufacturing footprint for quite some time, and now it has a major factory deal in Germany set in motion.
Analyst Ming-Chi Kuo claims that reports Apple has an exclusive arrangement where TSMC absorbs the cost of failed processors is not true.
TSMC is expected to finalize its plan and approve the building of an $11 billion chip plant in Dresden, Germany, following a Tuesday board meeting.
TSMC's new 3nm manufacturing process has around a 30% failure rate but under exclusive terms, the company only charges Apple for working processors.
As Apple's processor supplier TSMC nears completion on its Arizona iPhone plant, it is expected to begin work on a German one — but doubts there is a sufficient labor force there.
A campaign is being waged against Apple chip partner TSMC over its first plant in the United States, demanding that TSMC is prevented from bringing over 500 workers from Taiwan.
Apple's processor manufacturer TSMC says that it can't find enough skilled workers to open its Arizona facility on time, and mass chip production will have to wait until 2025.
Apple supplier TSMC is expected to report a drop in profits soon, but business will recover in the third quarter because the company is producing the iPhone 15.
Construction workers building TSMC's Arizona plant allege that it's the "most unsafe site," and accuse the chip maker of injuries, fatalities — and reneging on pay deals.
China's government has moved forward with restricting exports on certain materials central to chip manufacture — but TSMC does not foresee this will impact production in the short term for Apple devices.
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Wesley Hilliard
Malcolm Owen
William Gallagher
Mike Wuerthele
Evan Selleck
Andrew Orr
