By Christian Zibreg on Jan 13, 2017
As we reported this morning, iPhone manufacturer Foxconn and its Japanese subsidiary Sharp are considering setting up an $8 billion LCD panel production plant in the United States. According to another report, semiconductor maker Taiwan Semiconductor Manufacturing Company Limited (TSMC) has also expressed interest in taking advantage of business-friendly incentives proposed by incoming U.S. President Trump.
As a reminder, TSMC currently churns out Apple-designed silicon for latest iOS devices and is also said to have landed a lucrative contract to build next-generation A11 chips for future Phones and iPads. Read More
By Christian Zibreg on Dec 23, 2016
Trade publication DigiTimes said Friday that Taiwan Semiconductor Manufacturing Company (TSMC) has received orders to kick off volume production of Apple-designed A10X Fusion chips for the next iPad. However, unsatisfactory yields for TSMC’s 10-nanometer process technology could disrupt planned March 2017 launch of the next iPad series.
The proportion of semiconductor devices on the silicon wafer found to perform properly is referred to as the yield. Yield rates in semiconductor fabrication can be as low as thirty percent due to process variation and many other reasons. Read More
By Christian Zibreg on Nov 8, 2016
Chip manufacturer Taiwan Semiconductor Manufacturing Company Limited (TSMC) today posted record profits and its shares have climbed to their highest level on record as strong demand for the iPhone 7 and iPhone 7 Plus fuels orders for the handsets’ in-housed designed A10 Fusion processor. That TSMC is the sole supplier of the A10 has no doubt helped it capture record profits amid a global slowdown in the smartphone market. Read More
By Christian Zibreg on Sep 30, 2016
Taiwan Semiconductor Manufacturing Company Limited (TSMC), which builds Apple’s in-house designed A10 Fusion chip that powers the iPhone 7, has confirmed mass production of ten-nanometer chips for clients will kick off by year-end, beating Intel by almost a year in terms of high-performance silicon.
Chip maker Intel’s own ten-nanometer chips are due in second half of 2017. Read More
By Christian Zibreg on Aug 26, 2016
Both in-house designed ‘A10’ and ‘A11’ chips for this year’s iPhone 7 and 2017 iPhones/iPads, respectively, are believed to be manufactured solely by Taiwan’s semiconductor foundry TSMC (sorry, Samsung).
According to Nikkei Asian Review, Intel is now perfectly poised to give TSMC a good run for its money in as little as two years because any Apple chips after the A10/A11 should be fabricated by Intel.
The recently signed licensing deal between Intel and UK-based ARM Holdings lets the former fabricate chips for smartphones based on the latter’s CPU technology. Read More
By Christian Zibreg on Aug 17, 2016
TSMC is believed to have secured orders for an Apple-designed ‘A11’ system-on-a-chip expected to power so-called Tenth Anniversary iPhone and new iPads in 2017, trade publication DigiTimes reports. The chip should be fabricated on TSMC’s ten-nanometer process technology and use its backend integrated fan-out (InFO) wafer-level packaging technology. Additionally, TSMC should build Apple-designed circuitry to drive 2017 iPhone’s AMOLED panel. Read More
By Christian Zibreg on Aug 10, 2016
An Apple-designed ‘S2’ system-in-package that will power a second-generation Apple Watch won’t be produced by Samsung, like the original Apple Watch’s S1 chip. According to a new report by Taiwanese trade publication DigiTimes, semiconductor foundry Taiwan Semiconductor Manufacturing Company (TSMC) has managed to beat Samsung in securing S2 orders. In fact, both the second-generation Apple Watch and an enhanced version of the original Apple Watch will be driven by the S2 chip, built using TSMC’s 16-nanometer process technology. Read More
By Christian Zibreg on Jul 19, 2016
Citing a story in the Chinese-language Economic Daily News newspaper, Taiwanese trade publication DigiTimes reported yesterday that Taiwan Semiconductor Manufacturing Company (TSMC) will be the sole supplier of an Apple-designed ‘A11’ chip, which should power 2017 iPhone and iPad models.
In other words, Samsung could be on the outs for the next two generations of iPhone processors as both this year’s A10 and next year’s A11 are now said to be exclusively manufactured by TSMC. The A11 chip will be built on the foundry’s cutting-edge ten-nanometer FinFET process. Read More
By Christian Zibreg on Jul 11, 2016
Citing market forecasts quoted by the Commercial Times newspaper, Taiwanese trade publication DigiTimes reported Monday that shares of Taiwan Semiconductor Manufacturing Company Limited (TSMC) could hit record levels thanks to orders for the Apple-designed ‘A10’ system-on-a-chip, the engine that will drive the next iPhone and iPad. TSMC just posted strong numbers for the second financial quarter. Read More
By Christian Zibreg on Jun 30, 2016
Taiwan Semiconductor Manufacturing Company, the world’s top semiconductor foundry which Apple has commissioned to build ‘A10’ processors for the next iPhone alongside Samsung, is expected to grow its revenue substantially in the third quarter of this year thanks to these orders.
Taiwan’s Central News Agency, quoted by trade publication DigiTimes, said this morning that TSMC is reportedly forecast to grow revenues almost twenty percent sequentially in its third quarter “as shipments for Apple’s A10 processors will kick off soon”. Read More
By Christian Zibreg on May 26, 2016
Taiwan Semiconductor Manufacturing Company Limited (TSMC), the world’s largest independent chip foundry, has set aside a research and development budget for this year of a record-setting $2.2 billion in order to ensure its fabrication process technology stays ahead of competition, said a report this morning in Taiwanese trade publication DigiTimes. In 2015, the firm spent just $1.067 billion on R&D. Read More
By Christian Zibreg on May 17, 2016
Rumors continue to swirl that Intel had been commissioned to build LTE modem chips for Apple’s upcoming smartphone refresh, a marquee win for the semiconductor giant.
Tuesday, Taiwanese trade publication DigiTimes reported that Intel may supply up to fifty percent of LTE modems for the forthcoming iPhone 7 models.
Although Intel itself will package the modems, the chips will be mass-produced by contract manufacturers TSMC and KYEC, as per DigiTimes, indicating that the iPhone 7’s ‘A10’ system-on-a-chip may integrate an Intel-built LTE modem. These Intel-designed LTE modems for the iPhone 7 are said to be faster than those in the iPhone 6s. Read More
By Christian Zibreg on May 6, 2016
Taiwanese component makers are currently scrambling to fulfill orders as the Cupertino firm is getting ready to kick off production of this year’s upcoming iPhones and iPads.
Moreover, Apple’s engineers should now be close to completing work on a 2017 iPhone and have certainly been developing a 2018 iPhone for some time now.
Trade publication DigiTimes wrote in a new report that Taiwan Semiconductor Manufacturing Company Limited (TSMC), a foundry that builds chips for Apple, has now taped out an Apple-designed ‘A11’ chip that will power 2017 iPhones and iPads. Read More
By Christian Zibreg on Mar 16, 2016
Taiwan Semiconductor Manufacturing Company Limited (TSMC), the world’s top semiconductor foundry, and ARM holdings plc, a British multinational fabless semiconductor designer, have joined forces to make an upcoming 7-nanometer FinFET process a reality in time for volume production in early-2017.
TSMC currently manufactures the iPhone 6s’s A9 chip on its 16-nanometer process, while Samsung-made A9 chips are fabbed on a smaller 14-nanometer process.
The timing of TSMC’s seven-nanometer FinFET process suggests it might be used to fabricate Apple-designed ‘A11’ processors for the iPhone 8 in 2017. By comparison, Intel has said it will produce 10nm node processors in the second half of 2017. Read More
By Cody Lee on Feb 10, 2016
A new report late Wednesday claims that Taiwan Semiconductor Manufacturing Company will be the exclusive supplier of mobile processors for Apple’s next generation iPhone. The news comes from South Korea’s Electronic Times, via Reuters, who cites unnamed sources within the industry.
ET says that TSMC beat out rival, and long-time Apple chip-maker, Samsung for the job thanks to its ability to scale its 10-nanometer process. Their report lines up with previous analyst predictions, who felt TSMC would take 100% of Apple’s next-gen chip orders thanks to its InFO chip tech. Read More
By Christian Zibreg on Dec 10, 2015
Although the present-generation A9 and A9X processors are being built by both Taiwan Semiconductor Manufacturing Company Limited (TSMC) and Samsung, it appears that Samsung will be left out entirely from the lucrative contract to build the forthcoming A10 chipset for 2016 iOS devices.
Barron’s on Thursday cited analyst Bonil Koo with investment bank UBS as saying that all A10 orders will be exclusively handled by TSMC, posing a major problem for Samsung. Read More
By Christian Zibreg on Oct 23, 2015
Apple is thought to become the first customer that will take advantage of Taiwan Semiconductor Manufacturing Company’s (TSMC) InFO chip manufacturing process in building in-house designed A10 chips for 2016 iOS devices, potentially allowing it to trim some fat off the next iPhone model.
Taking a step back to take a look at the bigger picture, we analyze Apple’s chip efforts thus far and make educated guesses as to what advances in terms of silicon design and integration the next iPhone might allow.
We’ll also reflect on how having the foresight to take its chip destiny into its own hands more than five years ago has helped Apple differentiate itself from competition. Read More
By Christian Zibreg on Oct 16, 2015
Bad news for Samsung as rival Taiwan Semiconductor Manufacturing Company (TSMC) has been predicted to account for a cool 100 percent of orders for Apple’s next-generation A10 processor expect to serve as the powerful engine for 2016 iPhones and iPads.
Taiwanese media quoted a JP Morgan analyst as saying that Samsung will be left out entirely from the lucrative contract to build these chipsets. The current A9 and A9X processors are being built by both TSMC and Samsung. Read More
By Christian Zibreg on Oct 8, 2015
For the first time ever, Apple has dual-sourced the engine that drives the new handsets from more than one supplier. Both Samsung and rival Taiwan Semiconductor Manufacturing Company (TSMC) won contracts to build the Apple-designed ‘A9’ system-on-a-chip for the new iPhone 6s and iPhone 6s Plus.
While these chips offer literally the same compute and graphics power, both synthetic benchmarks and real-life tests have shown small yet notable difference in terms of battery as the TSCM-built A9 appears to be more power efficient than its Samsung counterpart.
The question is, does your brand spanking new iPhone 6s have the TSMC or Samsung-built chip? You can find that out in just a few simple steps, let me show you how. Read More
By Christian Zibreg on Oct 8, 2015
Does your iPhone 6s or iPhone 6s Plus come outfitted with Samsung or TSMC-built A9 processor? The answer to that question could determine how long your device will run before its battery needs recharging.
Your key takeaway is this: while the dual-sourced chips perform identically in synthetic Geekbench tests in terms of sheer CPU compute power and GPU performance, there’s a marked difference in observed battery life ranging from six to eleven percent.
You could argue the difference is barely felt in day-to-day use, but I beg to differ: energy efficiency is paramount for mobile devices and the battery-friendlier the main processor is, the longer it will run on a single charge. Read More