Apple is widely expected to unveil a new 15-inch MacBook Air at WWDC 2023 next month, but it’s expected to be powered by an Apple M2…
Tag: semiconductors
TSMC struggles to fabricate enough 3nm Apple Silicon chips
Taiwan Semiconductor Manufacturing Co. (TSMC) is struggling to meet demand from top customer Apple for 3nm Apple Silicon chips…
Apple corners the market, orders 100% of TSMC’s 3nm chips for next-gen iPhones and Macs
Apple has cornered the market, freezing out rivals, by ordering 100% of chips produced using TSMC’s N3 first-generation 3nm process…
Apple again the world’s top semiconductor buyer in 2022
According to preliminary results by Gartner. Apple remained the world’s top semiconductor buyer in 2022. The company…
Wall Street banks turn bearish on major Apple-supplier TSMC, citing weaker demand
Wall Street banks such as Goldman Sachs are turning bearish on Taiwan Semiconductor Manufacturing Co. (TSMC), cautioning…
TSMC revenue surges 50% in November despite quixotic ‘Zero COVID’ lockdowns
Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 50% increase in November sales, a month challenged by the CCP’s quixotic…
Apple slated to use one third of TSMC’s advanced chips made in Arizona plant
American customers such as Apple pushed TSMC to offer advanced 4-nanometer chips when its new $12 billion plant in Arizona opens…
Apple supplier Foxconn hires TSMC pioneer as semiconductor strategy adviser
Apple supplier Foxconn has appointed chip industry veteran Chiang Shang-yi to a newly created role of semiconductor strategy officer…
Major Apple supplier TSMC’s founder confirms advanced 3nm chips will be produced in its new Arizona factory
Taiwanese chipmaker TSMC’s founder Morris Chang on Monday confirmed that it’s planning to produce chips with advanced 3nm …
Apple plans to source chips from TSMC’s Arizona plant in 2024
Apple is planning to begin sourcing chips for its devices from a plant under construction in Arizona, marking a major step toward…
Major Apple supplier TSMC mulls Japan expansion as China tensions continue
Major Apple supplier and chip manufacturer TSMC is weighing a potential expansion in Japan, The Wall Street Journal reported Wednesday…
TSMC: Taiwan and U.S. tensions with China pose ‘serious’ challenges for semiconductor industry
Rising Taiwan- and U.S.-China tensions are causing “more serious” challenges for the semiconductor industry, the chairman of Taiwanese…
Apple supplier TSMC’s shares leap after profit beats estimates
TSMC shares jumped more than 4% on Friday morning, outperforming the broader market, after the Taiwanese chipmaker announced…
Apple’s M3, A17 chips will be first to employ TSMC’s cutting-edge 3nm tech
Apple will be the first company to use TSMC’s N3E, an upgraded version of TSMC’s current 3-nanometer (3nm) tech in the M3 and A17 for…
TSMC: Low-end chip demand is holding up production in key supply chain segments
TSMC warned Tuesday that an endemic shortage of chips costing anywhere from 50 cents to $10 is slowing down the semiconductor industry…
Apple supplier TSMC’s shares jump after quarterly profit beats estimates
Apple supplier TSMC’s shares jumped 3.7% on Friday after the Taiwan-based chipmaker announced a second-quarter profit that…
Apple supplier TSMC’s Q2 profit up 76%
Major Apple supplier TSMC posted a 76.3% rise in second-quarter net profit on Thursday on high demand for the Taiwanese chip…
Apple supplier TSMC to fabricate ultra-advanced 2nm chips by 2025
Apple supplier Taiwan Semiconductor Manufacturing Co. (TSMC) says it will begin the production of ultra-advanced 2nm chips by 2025…
Apple iPhone assembler Foxconn to make chips in India with Vedanta
On Monday, Taiwan’s Foxconn said it had partnered with Indian conglomerate Vedanta to fabricate semiconductors in India, as the…
Apple remained No.1 in semiconductor spending in 2021
Apple remained at the top of the semiconductor spending customer ranking in 2021. Apple increased its spending on memory by 36.8% and…
Apple supplier TSMC sales set sixth quarterly record on strong chip demand
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest foundry, reported a sixth straight quarter of record sales, thanks to…
Sony considering joint investment in Apple supplier TSMC’s first chip plant in Japan
Apple camera component supplier Sony is considering joint investment of $7 billion in Apple supplier TSMC’s first chip plant in Japan …
Gartner says global chip shortage expected to persist until Q222
The global chip shortage will persist through 2021, and is expected to recover to normal levels by the second quarter of 2022, Gartner…
Why Apple has semiconductors while Ford got killed by global chip shortage
On the same day that Apple announced blowout quarterly earnings as smartphone and computer sales soared, with the global chip shortage …
Power restored at TSMC’s plant in southern Taiwan after outage
TSMC said on Wednesday power had been restored at a major manufacturing site in southern Taiwan after an outage earlier in the day…
Global chip shortage ‘affecting everybody except Apple,’ Android phones face delays
Samsung today warned that there is a “serious imbalance” in semiconductors causing a global chip shortage that could delay…
How the world ended up with an acute chip shortage
The world is facing an acute chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors…
Gartner: Apple extends lead as the No. 1 semiconductor chip buyer in 2020
Apple remained the No. 1 semiconductor chip buyer in 2020, representing 11.9% of the total worldwide market, according to preliminary…
Nvidia, SoftBank strike a $40 billion deal for Arm Ltd.
NVIDIA agreed to buy SoftBank Group Corp.’s chip division Arm Ltd. for $40 billion, taking control of some of the most widely used…
U.S. lawmakers propose $22.8 billion to spur construction of chip factories in America
U.S. lawmakers want to provide more than $22.8 billion in incentives for semiconductor manufacturers, aiming to spur the construction of chip factories …
China ready to target Apple, other U.S. firms in retaliation against U.S.’ Huawei ban
The Trump administration on Friday moved to ban shipments of semiconductors to Huawei Technologies from global chipmakers…
Apple chipmaker TSMC projects revenue well above analysts’ estimates
Apple chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) is riding high. TSMC projects revenue quarterly revenue well above analysts’ estimates…
How the end of Moore’s Law will usher in a new era in computing
In 1965, Gordon Moore, the founder of Intel, predicted that the number of components that could fit on a microchip would double every year for the next decade…
Apple supplier TSMC counter-sues U.S. chip rival GlobalFoundries for patent infringement
Apple Inc supplier TSMC has counter-sued smaller contract chipmaking rival GlobalFoundries Inc in the United States, Germany and Singapore…
Why Apple’s iPhone drives the future of mobile silicon and Google’s Pixel doesn’t
The technology to drive advancements in silicon — designing those chips to be smaller, faster and more powerful — is extraordinarily expensive…
Apple’s $44 billion drop shows growing cost of reliance on China
Apple has all of its eggs in one basket: China…
White House officials confirm President Trump can block U.S. companies from operating in China
Two White House officials confirmed that President Donald Trump has the power to force US companies to move their operations out of China…
President Trump orders U.S. companies to look for alternative to China, Apple and chip stocks slide
Shares of Apple and semiconductor stocks slid on Friday after President Donald Trump said U.S. companies should…
Rumored Intel sale of modem business to Apple weighs on Qualcomm stock
A possible deal between Intel Corp. and Apple Inc. over smartphone modems pressured shares of Qualcomm Inc…
Apple buying Intel’s 5G modem business is all about defense
Apple’s interest in acquiring Intel’s 5G modem business is not really “news,” but the likely reason for such a purchase…
What buying Intel’s modem business could mean for Apple
Apple’s impending acquisition of Intel’s modem business has several key implications…
Apple in advanced talks to acquire Intel’s modem business for $1 billion or more
Apple Inc. is in advanced talks to buy Intel Corp.’s smartphone-modem chip business…