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Tag: TSMC

TSMC CEO signals unwavering AI demand surge; what it means for Apple’s chip supply and roadmap

Thursday, June 4, 2026 9:00 amThursday, June 4, 2026No Comments

TSMC remains the foundational partner powering Apple’s most advanced silicon, from A-series chips in iPhones to M-series processors in Macs…

Apple tests Intel for low-end/legacy iPhone, iPad, and Mac chips

Friday, May 15, 2026 9:02 am2 Comments

In a detailed new analysis shared on X, longtime Apple supply-chain analyst Ming-Chi Kuo has provided the clearest picture yet of Apple’s…

Apple inks ‘preliminary chip-making agreement’ with Intel: A major step in American semiconductor revival

Friday, May 8, 2026 6:35 pmSaturday, May 9, 20263 Comments

Apple and Intel have struck a preliminary agreement under which Intel will manufacture some of the chips that power Apple devices…

Apple eyes using Intel, Samsung to build Apple Silicon chips in America

Tuesday, May 5, 2026 10:00 amTuesday, May 5, 2026No Comments

In a notable development that could reshape Apple’s long-standing semiconductor supply chain, the company is holding early-stage…

TSMC plans to open chip packaging plant in Arizona by 2029

Wednesday, April 22, 2026 4:24 pmNo Comments

Taiwan Semiconductor Manufacturing Co. (TSMC) plans to open a chip packaging plant in Arizona by 2029, an executive told…

Apple Silicon supplier TSMC Q1 profit jumps 58% to record, beats expectations

Thursday, April 16, 2026 9:00 amNo Comments

Apple Silicon supplier TSMC, the world’s largest contract ​chipmaker, posted a ‌58% jump in first-quarter net profit on Thursday, ​beating…

Apple faces ‘massive dilemma’ with hot-selling hit MacBook Neo

Tuesday, April 7, 2026 12:30 pmTuesday, April 7, 20264 Comments

Apple is in discussions with its suppliers over a welcome dilemma: surging demand for the MacBook Neo has far exceeded expectations…

Apple adds new partners Bosch, Cirrus Logic, TDK, and Qnity Electronics to its American Manufacturing Program

Thursday, March 26, 2026 1:30 pmThursday, March 26, 2026No Comments

Apple today announced new members of its American Manufacturing Program (AMP), expanding the company’s long-standing commitment…

Apple to buy 100 million Made-in-America chips from TSMC Arizona this year

Friday, February 27, 2026 4:04 pmFriday, February 27, 20266 Comments

Apple will purchase well over 100 million chips from TSMC’s Arizona facility this year, a significant increase from 2025 volumes as the…

Apple Silicon supplier TSMC expands AI chip production to Japan

Thursday, February 5, 2026 1:30 pmThursday, February 5, 2026No Comments

Taiwan Semiconductor Manufacturing Company (TSMC), Apple Silicon supplier and the world’s leading chipmaker, is expanding production…

Apple eyes Intel partnership for future iPhone chips

Friday, January 23, 2026 11:44 amFriday, January 23, 20261 Comment

Analyst Jeff Pu of GF Securities has reiterated his forecast that Intel could begin manufacturing chips for select iPhone models as early as…

Nvidia overtakes Apple as TSMC’s top customer, ending years of priority access for Apple Silicon

Wednesday, January 21, 2026 2:00 pmWednesday, January 21, 20263 Comments

Apple, long the dominant force behind TSMC’s growth through its exclusive chip production deals, is now facing a dramatic shift as…

Major Apple supplier TSMC boosts U.S. footprint with Arizona land purchase, driving total $165 billion investment

Friday, January 16, 2026 9:04 amNo Comments

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest contract chipmaker and a major Apple supplier, has completed…

Intel expected to start shipping Apple’s lowest-tier M processors as early as 2027 – Ming-Chi Kuo

Monday, December 1, 2025 1:01 pmMonday, December 1, 2025No Comments

There have always been rumors in the market about Intel becoming a supplier of advanced processes for Apple, but this rumor has always…

Apple’s iPhone leaps into 3nm while Android peddlers face 20% chip price hike

Wednesday, October 22, 2025 1:30 pm3 Comments

In a stark reminder of the semiconductor industry’s relentless march toward smaller, more powerful chips, Apple’s latest iPhone 17 series…

Apple Silicon supplier TSMC’s third-quarter profit jumps 39.1% to record

Thursday, October 16, 2025 9:12 am1 Comment

TSMC, the world’s largest manufacturer of advanced chips and a key supplier to Apple Silicon, upgraded its full-year revenue outlook…

Major Apple supplier TSMC’s third-quarter revenue rose 30% YoY

Thursday, October 9, 2025 8:55 amNo Comments

Major Apple Silicon supplier TSMC, the world’s largest contract chipmaker, reported on Thursday third-quarter revenue rose 30% year-over-year…

Nvidia invests $5 billion in beleaguered Intel

Thursday, September 18, 2025 1:00 pmThursday, September 18, 20252 Comments

On Thursday, Nvidia announced a $5 billion investment in Intel, bolstering the struggling U.S. chipmaker shortly after the Trump admin…

President Trump to impose tariffs on semiconductor imports from firms not moving production to America

Friday, September 5, 2025 9:03 am7 Comments

President Donald Trump announced Thursday that his administration will impose tariffs on semiconductor imports from companies…

Taiwan charges three in TSMC trade secret theft investigation

Wednesday, August 27, 2025 4:04 pmWednesday, August 27, 2025No Comments

Prosecutors have charged three individuals with allegedly stealing trade secrets from Taiwan Semiconductor Manufacturing Co.…

Apple secures half of TSMC’s cutting-edge 2nm chip capacity

Wednesday, August 27, 2025 2:02 pmWednesday, August 27, 2025No Comments

Chipmaker TSMC, a major Apple supplier, is expected to begin full-scale production of cutting-edge 2nm chips by late this year, with Apple…

Trump administration is not eyeing equity stakes in TSMC, Micron – White House official

Friday, August 22, 2025 9:09 am5 Comments

The Trump administration is exploring equity stakes in companies receiving 2022 CHIPS Act funding, but has no plans to do so for major…

Taiwanese authorities detain three over alleged theft of TSMC chip secrets

Tuesday, August 5, 2025 8:49 am1 Comment

Taiwanese authorities detained three individuals suspected of stealing trade secrets from Taiwan Semiconductor Manufacturing Co. (TSMC)…

Apple Silicon supplier TSMC to speed up construction of American chip plants by ‘several quarters’

Thursday, July 17, 2025 11:01 amThursday, July 17, 20251 Comment

Taiwan Semiconductor Manufacturing Co. (TSMC) says it is speeding up construction of its second and third plants in Arizona…

Apple’s 2nm A20 chip will sport new packaging breakthrough

Wednesday, June 4, 2025 9:18 am3 Comments

Apple’s next-generation A20 chip, leveraging TSMC’s second-gen 2nm process (N2), will be smaller, more power-efficient, and positioned…

Major Apple supplier TSMC’s American expansion plans advance; CEO cites ‘warm’ talks with President Trump

Tuesday, June 3, 2025 9:12 amTuesday, June 3, 2025No Comments

TSMC reaffirmed the company’s commitment to America and highlighted productive discussions with American President Donald Trump…

Major Apple supplier TSMC to open chip design center in Munich

Tuesday, May 27, 2025 5:22 pmNo Comments

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s top contract chipmaker and a key Apple supplier, announced on…

Apple Silicon supplier TSMC’s revenue jumped 48% in April

Friday, May 9, 2025 9:02 am1 Comment

Apple Silicon supplier TSMC’s April revenue surged 48%, reflecting electronics companies’ rush to secure critical components…

TSMC breaks ground on third Arizona chip fab marking 100th day of Trump admin

Wednesday, April 30, 2025 1:39 pm1 Comment

Major Apple supplier TSMC on Tuesday hosted U.S. Secretary of Commerce Howard Lutnick in Phoenix where the company broke ground…

Major Apple supplier TSMC to start producing cutting-edge A14 chip tech in 2028

Wednesday, April 23, 2025 3:03 pm1 Comment

Taiwan Semiconductor Manufacturing Co. (TSMC) will launch its advanced A14 fabrication process in 2028, reinforcing its leadership…

Major Apple supplier TSMC’s profit surges 60% in Q1, beats forecasts

Thursday, April 17, 2025 8:58 amNo Comments

TSMC, a major Apple supplier and the world’s largest contract chipmaker, posted a 60% jump in first-quarter net profit on Thursday…

Apple Silicon supplier TSMC affirms commitment to Taiwan with new domestic fab

Monday, March 31, 2025 2:02 pmMonday, March 31, 2025No Comments

On Monday, Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading chipmaker and Apple Silicon supplier, announced…

Major Apple supplier TSMC says investment in America driven by customer demand

Thursday, March 6, 2025 9:04 am1 Comment

TSMC, the Taiwanese semiconductor giant, is ramping up its U.S. investments due to strong demand from American customers…

President Trump and TSMC announce new $100 billion plan to build five new factories in America

Monday, March 3, 2025 3:49 pm4 Comments

Alongside President Trump, TSMC CEO C.C. Wei revealed that the company intends to invest an extra $100 billion in America…

Apple Silicon M5 chips reportedly now in mass production

Wednesday, February 5, 2025 1:01 pmWednesday, February 5, 20255 Comments

Reports out of South Korea indicate that Apple’s M5 Silicon chips have entered mass production, a development that aligns with expectations…

TSMC says Arizona plant unlikely to get latest chip tech before Taiwan due to red tape

Friday, January 17, 2025 9:04 amFriday, January 17, 2025No Comments

The CEO of major Apple supplier TSMC says that complex compliance issues, local construction regulations, and extensive permitting red tape…

TSMC begins producing 4-nanometer chips in Arizona

Friday, January 10, 2025 5:59 pmMonday, March 3, 20251 Comment

Taiwan Semiconductor Manufacturing Co (TSMC), opens new tab has begun producing 4-nanometer (4nm) chips for U.S. customers in Arizona…

Taiwan expects small impact from President Trump’s tariffs on chip exports

Friday, January 10, 2025 3:15 pmFriday, January 10, 2025No Comments

Taiwan only expects a minor impact from any tariffs imposed by the incoming administration of U.S. President-elect Donald Trump…

Major Apple supplier TSMC’s revenue handily beats estimates

Friday, January 10, 2025 9:07 am1 Comment

Taiwan Semiconductor Manufacturing Co. (TSMC)’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of…

Apple Watch S9 chip joins A16 production at TSMC Arizona

Wednesday, January 8, 2025 1:16 pm1 Comment

In addition to the A16 processor for iPhones, TSMC Arizona has picked up a second Apple product. The fab is now producing S9 SiPs…

Major Apple supplier TSMC shares hit record high

Tuesday, December 24, 2024 10:17 am1 Comment

Taiwan Semiconductor Manufacturing Co. (TSMC) shares reached a record high on Tuesday, putting the world’s largest contract chipmaker…

Apple reportedly working on AI server chip with Broadcom

Wednesday, December 11, 2024 12:11 pm2 Comments

Apple is working with Broadcom to develop its first server chip specially designed for artificial intelligence processing…

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