“Speculation has centered around Apple tapping Taiwan Semiconductor Manufacturing Co. — a main rival to GlobalFoundries — to replace Samsung as the maker of the A-series central processors that power Apple’s popular mobile devices,” Rulison reports. “Analysts have predicted that the iPhone and iPad logic chip business could be awarded to TSMC, although the Taiwan-based company, which like GlobalFoundries is a so-called foundry that makes chips for other companies, doesn’t currently have the capacity to serve a giant customer like Apple without building extra capacity or pushing aside other customers.”
Rulison reports, “Some industry insiders have suggested GlobalFoundries is well suited to making Apple’s sophisticated chips — and the company already has Fab 8 up and running along with room for two additional fabs on its 223-acre site. So why wouldn’t GlobalFoundries be behind the top-secret ‘Project Azalea?'”
Read more in the full article here.
[Thanks to MacDailyNews Reader "Fred Mertz" for the heads up.]
New York’s Capital Region may have Apple’s eye; Top-secret talks hint firm is weighing area for new plant – December 8, 2012