“What began as a rumor is now news: Apple plans to sever its last tie to Samsung and have its line of ARM processors manufactured by the Taiwan Semiconductor Manufacturing Corp., otherwise known as TSMC,” Andy Patrizio writes for ITworld.
“It will be a while before TSMC actually gets anything from this deal, since Samsung will still be supplying chips to Apple for at least another year,” Patrizio writes. “It’s a windfall for TSMC and a painful hit for Samsung, no doubt about it. Mark Newman, an analyst at Sanford Bernstein in Hong Kong, estimates that Apple’s component orders from Samsung were set to hit around $10 billion last year. Who would want to give that kind of money to their mortal enemy?”
Patrizio writes, “Still, Tim, you couldn’t make a worse decision.”
Read more in the full article here.