TSMC makes up for falling iPhone demand with AI processors
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.
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.
Ransomware gang LockBit claims it has breached Apple chip supplier TSMC — but TSMC says no, the group only got into a minor supplier's systems and nothing of the processor firm's was taken.
Apple's processor supplier TSMC says that to ensure a "fast ramp up" of its new Arizona Factory, it is sending more workers from Taiwan for this "critical phase."
Apple is reportedly considering a switch to a more affordable manufacturing process for the upcoming iPhone 15 Pro chip, which could reduce efficiency but improve overall performance.
Chip manufacturers, including Apple supplier TSMC, have begun considering moving a portion of their manufacturing to Japan as US/China tensions continue to escalate.
Apple has reserved nearly all of TSMC's 3-nanometer process chip production for upcoming iPhone, Mac, and iPad models with the A17 Bionic and Apple Silicon M3 chips.
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