“Richard’s first point of concern is the article this morning by Jessica Lessin, Lorraine Luk, and Juro Osawa stating that Apple (AAPL) has signed a long-rumored chip deal with Taiwan Semiconductor Manufacturing (TSM) to move some production away from Apple’s chip supplier and arch-rival, Samsung Electronics,” Ray reports. “Despite Intel’s lead in chip technology, Richard actually thinks TSMC, IBM and others pose a credible threat, in part because Intel doesn’t have the right intellectual property to fill the fabs.”
Read more in the full article here.
Apple to buy chips from TSMC as it attempts to extricate itself from dependency on Samsung – July 1, 2013
TSMC wins three-year deal to supply Apple with A8, A9, and A9X chips, say sources – June 24, 2013
‘Breakthrough Apple product’ looming? Imagination Technologies and TSMC strengthen technology collaboration – March 25, 2013
TSMC CEO comments signal massive next-gen Apple A-series chip orders – January 19, 2013