By Christian Zibreg on Sep 30, 2013
The sometimes-reliable Taiwanese publication, DigiTimes, has been saying for years that Apple was shifting its chip manufacture away from Samsung and towards its rival, Taiwan Semiconductor Manufacturing Company (TSMC).
In its new report Monday, the trade publication now claims that TSMC will be responsible for the bulk of orders for Apple’s next-generation processor, the A8 chip, with Samsung taking care of about one-third of orders… Read More
By Christian Zibreg on Aug 8, 2013
It is no secret that Apple operates a few research and development centers overseas. In Israel, for instance, the company runs three R&D centers: one in Haifa, another stemming from its acquisition of the flash memory developer Anobit and the third opening soon in the Israeli city of Ra’anana.
Yet another R&D facility is scheduled to open later this year in Pudong, Shanghai and now we learn that an all-new R&D center dedicated to iPhone development will be opening in Taiwan, where most of Apple’s suppliers are located… Read More
By Christian Zibreg on Jul 15, 2013
The Wall Street Journal recently ran a report claiming that Apple has finally inked a deal with TSMC, or Taiwan Semiconductor Manufacturing Co., to produce chips for iDevices, after the foundry met Apple’s requirements for speed and power usage. Pundits are adamant the agreement put the final nail in the coffin of the Apple-Samsung relationship.
They should hold their horses: it now seems Samsung has wrestled back some of the control amid talk its components arm will indeed produce sophisticated A9 chips to power Apple’s iPhone 7 in 2015… Read More
By Cody Lee on Jun 28, 2013
Following up a scoop from DigiTimes earlier this week, The Wall Street Journal is reporting this afternoon that Apple has finally inked a deal with TSMC, or Taiwan Semiconductor Manufacturing Co., to produce chips used in the company’s iPhone and iPad products.
The two sides reportedly signed the deal, which has been in the making for a few years now, earlier this month after TSMC met Apple’s requirements for speed and power usage. And it signifies yet another move by the Cupertino firm to distance itself from Samsung… Read More
By Christian Zibreg on Jun 24, 2013
After a long period of rumor mongering, it would seem that Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest independent semiconductor foundry, is finally stealing Apple chip biz from rival Samsung. If a new report out of Taiwan is to be trusted, Apple has cut a long-term deal with TSMC to produce A-series chips for future iPhones, iPods and iPads built on TSMC’s 20-nanometer, 16-nanometer and 10-nanometer process technology.
If true, it’s the final nail in the coffin in the strained Apple-Samsung technology relationship. And good riddance, too, because Samsung will no longer be able to have a headstart of Apple’s future semiconductor solutions… Read More
By Christian Zibreg on Jun 13, 2013
There’s no escaping budget iPhone talk today. Reuters opened the morning discussion with a write-up calling for two large-screen iPhones in 2014 and citing sources insisting that an elusive less-pricey iPhone will get released later this year at a somewhat unbelievable price point of just $99.
Shortly after, the reliable Japanese blog Macotkara learned from its sources that the alleged budget iPhone will come in five colors borrowed from Apple’s iPhone 5 bumpers: black, white, pink, orange and blue. A Chinese newspaper now seemingly corroborates the chatter, writing that a bunch of Taiwanese suppliers are now shipping parts ahead of the handset assembly… Read More
By Christian Zibreg on Mar 14, 2013
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading independent semiconductor foundry, is reportedly finalizing production designs for Apple’s in-house engineered A7 processor expected to power a 2014 wave of iPhone, iPad and iPod upgrades. If a new supply chain report is anything to go by, the chip will be fabbed on TSMC’s 20-nanometer process technology, reportedly moving into risk production in May-June, with volume shipments expected in the first quarter of 2014.
TSMC has long been speculated to enter Apple’s supply chain and become a manufacturer of the engine which powers iDevices. So far, Apple has fabbed all of its iDevice chips at Samsung’s plant in Austin, Texas. This is the first time TSMC has been reported as actually prepping to manufacture Apple’s next-gen A-series chip. Earlier this week, we heard that in addition to TSMC, Samsung and Intel are also vying for Apple chip contracts… Read More
By Christian Zibreg on Mar 12, 2013
Another report surfaced this morning that gives us more reasons to believe that Apple is indeed looking to diversify its chip making contracts which thus far have been an exclusive Samsung domain. The somewhat accurate Asian trade publication DigiTimes quoted “institutional investors” who believe that chip giant Intel has been contracted to produce about ten percent of Apple’s planned capacity for a next-generation iPhone and iPad processor, the A7 chip.
Moreover, Apple is apparently spreading those orders across Samsung, Intel and Taiwan Semiconductor Manufacturing Company (TSMC). Samsung will reportedly build about half of Apple’s A7 orders, TSMC should take care of an additional 40 percent while Intel will get the remaining ten percent of orders. Rumor mills have been reporting for at least a year that Apple has been looking to move its chip biz away from rival Samsung, which currently builds all iPhone, iPad and iPod processors at its Austin, Texas plant… Read More
By Christian Zibreg on Mar 11, 2013
Apple’s contract manufacturer Hon Hai Precision Industry – also know in the Western world as the controversial Foxconn – and Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest independent semiconductor foundry, will each add 5,000 new jobs just as Apple is conveniently expected to refresh its existing product families and possibly venture into the HD TV and smartwatch markets. If true, the report could also explain “the worst February” Topeka Capital has seen in terms of Apple’s supply chain procurement of components… Read More
By Cody Lee on Mar 8, 2013
If Bloomberg, The Wall Street Journal, and oh, I don’t know, about a dozen other outlets are to be believed, Apple is going to introduce a lower-cost iPhone this year. It’s said to feature a hybrid metal/plastic shell, and retail for less than $300.
Outside of those few details, though, we know very little about the handset. But a new report out of China this morning allegedly has new intel on the device, claiming it will use a Qualcomm-made SoC and go into production next month… Read More
By Christian Zibreg on Jan 22, 2013
Morris Chang, Chairman and CEO of the world’s largest semiconductor foundry, Taiwan Semiconductor Manufacturing Company (TSMC), said in a recent earnings call that his company’s 20 nanometer process technology will outsell the existing 28 nanometer tech in its first two years. “Enough discussions have taken place, with enough customers who have large requirements (on 20nm), to lead us to believe that the volume will be very large”, he said without specifically mentioning Apple.
Of course, TSMC also makes chips for Qualcomm, Nvidia and other tech giants, but recently rumors have swirled that Apple is about to drop Samsung as a chip supplier and turn to TSMC, which will invest $9 billion this year while spending even more in capital expenditure in 2014 as it moves toward the more advanced 20nm and 16nm process technologies… Read More
By Christian Zibreg on Jan 18, 2013
Following up on talk that Taiwan Semiconductor Manufacturing Company (TSMC) is prepping to manufacture Apple’s A6X processor and whispers of Tim Cook & Co. negotiating a deal with the foundry to make mobile chips for iOS devices on its 20 nanometer process technology, China Times now quotes Chairman and CEO Morris Chang’s words that TSMC is close to achieving a hundred percent market share on its 28nm process technology.
But why have TSCM’s wafer shipments all of a sudden tripled, allowing it to achieve a virtual monopoly on the 28nm silicon? That’s where the Apple link comes into full view…
By Christian Zibreg on Jan 16, 2013
Samsung for the time being remains an exclusive maker of the Apple-designed engine that powers iPhones, iPads and iPods. Apple’s chips are being fabbed on Samsung’s High-κ metal gate 32 nanometer process at its $14 billion semiconductor plant in Austin, Texas. But not for any much longer.
We’ve been hearing lots of rumors lately that rival Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest independent semiconductor foundry, has entered Apple’s supply chain with trial production of Apple’s A6X processor.
As the iPhone maker is reportedly accelerating plans to make a jump to TSMC for all of its mobile chips, now comes word that the Taiwan foundry will pretty soon start building on its 20 nanometer process technology a next-gen processor for a “breakthrough” Apple device… Read More
By Ed Sutherland on Jan 9, 2013
Samsung is preparing for the day Apple – its rival and largest customer – stops placing orders with the South Korean corporation. Ahead of a CES keynote speech, a Samsung executive said it is looking to court Chinese smartphone makers which use the company’s own Exynos-branded chips.
After a string of contentious court battles, Apple is planning to untangle itself from Samsung, finding new suppliers. Although Apple is expected to spend $80 billion with Samsung for everything from CPUs, flash memory and flat screens, the paycheck could shrink 80 percent by 2017, according to a Wall Street analysis… Read More
By Cody Lee on Jan 2, 2013
According to a new report, Apple has tapped Taiwan Semiconductor Manufacturing Company (or TSMC) to start manufacturing its A6X chip, which it introduced in its 4th gen iPad, with trials expected to begin as early as this quarter.
The move has been a hot topic in the media for several months now, as it will help Apple further reduce its reliance on Samsung. Tensions continue to grow between the two companies, who are involved in patent suits around the globe… Read More
By Christian Zibreg on Dec 21, 2012
Apple has lately been rumored to have been moving some production lines to the United States amid whispers of a $10 billion silicon manufacturing facility being considered in the country. Various reports mention both New York and Oregon for this project, code-named Azalea.
And because of its reported $10 billion construction cost, there are some who suspect Project Azalea is a chip-making plant for Apple’s products aimed at replacing Samsung. Remember, the Galaxy maker semiconductor arm’s $14 billion Austin, Texas facility exclusively churns out Apple-designed mobile chips that serve as the engine for the iPhone and iPad.
The rumor-mill has been adamant that Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest independent semiconductor foundry, will run the upcoming US facility in co-operation with Apple, but now TSMC CEO has issued a somewhat weak denial… Read More
By Cody Lee on Dec 19, 2012
Last week, an interesting report popped up regarding ‘Project Azalea,’ a mysterious plan for a 3.2 million-square-foot production facility being pitched to New York economic development officials by an unidentified company. Because of its reported $10 billion construction cost, the general consensus is that it’s likely a chip-making plant. And rumor has it that it’s for Apple’s products.
The theory is that the Cupertino company could be behind this Azalea project, along with a major manufacturer like Foxconn or TSMC. It’s no secret that Apple is trying to move its mobile chip business away from Samsung, and a new $10B fab plant would definitely help out with that. The question is, where is it going to be built? Because Azalea talk just popped up in Oregon… Read More
By Christian Zibreg on Dec 12, 2012
We’ve suspected for a while now that Apple’s been making moves ultimately aimed at taking its chip contract elsewhere. Clearly Apple ain’t interested (any longer than it needs to) in letting Samsung enjoy an early peek at the technological solutions developed for the engine that drives its iPhones and iPads.
Currently, all of Apple’s in-house designed A-series processors are being built exclusively by Samsung in its $14 billion chip plant in Austin, Texas.
The iPhone maker was also rumored to be contemplating a switch to Intel’s x86 mobile chips for iPads, as outrageous as the very thought of it may seem.
But what if Tim Cook and his newly-minted chief of Technologies and long-time hardware expert Bob Mansfield have a radical solution in mind? A report Wednesday has it that the California firm could be seeking to invest up to ten billion dollars into a dedicated chip fab in New York, presumably in order to take control of its silicon destiny… Read More
By Christian Zibreg on Dec 10, 2012
Last time we heard, Apple was going to move its mobile chip production from Samsung’s $14 billion Texas facility to Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest dedicated independent semiconductor foundry, some time in 2014. But according to Taipei Times, the company could make the jump earlier than expected as it’s now looking to tap TSMC’s fabrication capability to make next-gen processors for iPhones and iPads as soon as the second quarter of 2013, using TSMC’s 28-nanometer process… Read More
By Christian Zibreg on Nov 28, 2012
Apple’s been distancing itself from Samsung for quite some time, by purchasing components elsewhere. The company recently added new display and battery providers to its supply chain.
This summer, it started increasing spending on Elpida memory chip at Samsung’s expense.
But as Apple increasingly sources major components from other suppliers, it has yet to make a switch to a non-Samsung silicon foundry. According to the latest chatter from Asia, Tim Cook and Co. remain adamant to take Apple’s chip making contract to Taiwan Semiconductor Manufacturing Company (TSMC) as early as possible.
But though TSMC, the world’s largest dedicated independent semiconductor foundry, has enough capacity to make the 200 million+ processors Apple needs annually for iPhones, iPads and iPods, such a move bears a significant risk of upsetting TSMC’s major buyers such as Nvidia and Qualcomm… Read More