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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Apple silicon fab investing billions in U.S. chip factoriesapple tsmc us billions3 months ago
Published March 3, 2025 by Philip Elmer-DeWitt

Apple silicon fab investing billions in U.S. chip factories

From Stephanie Lai and Debby Wu's "TSMC Poised to Announce $100 Billion Investment in US Plants" posted Monday by Bloomberg.

Read More Apple silicon fab investing billions in U.S. chip factories

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Sam Altman's $7 trillion AI datacenter scheme gets pannedapple altman 7billion TSMC8 months ago
Published September 27, 2024 by Philip Elmer-DeWitt

Sam Altman's $7 trillion AI datacenter scheme gets panned

"TSMC’s executives found the idea so absurd that they took to calling Mr. Altman a 'podcasting bro,' one of these people said."

Read More Sam Altman's $7 trillion AI datacenter scheme gets panned

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Apple bumps iPhone processor order to meet AI demand — reportapple tsmc iphone 1611 months ago
Published July 1, 2024 by Philip Elmer-DeWitt

Apple bumps iPhone processor order to meet AI demand — report

"Apple is supposedly preparing to sell between 90 million and 100 million units of the iPhone 16."

Read More Apple bumps iPhone processor order to meet AI demand — report

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9to5Mac: If China invades Taiwan, what will Apple do?apple china invades taiwan12 months ago
Published June 4, 2024 by Philip Elmer-DeWitt

9to5Mac: If China invades Taiwan, what will Apple do?

From Ben Lovejoy's "Apple chip plants can’t be moved, despite China’s war games, says TSMC" posted Tuesday.

Read More 9to5Mac: If China invades Taiwan, what will Apple do?

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Apple may have just snapped up 100% of TSMC's next-gen chip supplyapple tsmc chips secret1 year ago
Published May 20, 2024 by Philip Elmer-DeWitt

Apple may have just snapped up 100% of TSMC's next-gen chip supply

A new report says that there was a “secret meeting” between Apple chief operating officer Jeff Williams and the company’s exclusive chipmaker TSMC.

Read More Apple may have just snapped up 100% of TSMC's next-gen chip supply

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US pours nearly $12 billion into new Arizona factory for Apple and Nvidia's chipmakerapple chips tsmc intel1 year ago
Published April 8, 2024 by Philip Elmer-DeWitt

US pours nearly $12 billion into new Arizona factory for Apple and Nvidia's chipmaker

From Mackenzie Hawkins and Jennifer Jacobs's "TSMC Gets $11.6 Billion in US Grants, Loans for Chip Plant" posted Monday by Bloomberg.

Read More US pours nearly $12 billion into new Arizona factory for Apple and Nvidia's chipmaker

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Apple chip fabricator TSMC reopens after earthquakeapple tsmc taiwan earthquake1 year ago
Published April 3, 2024 by Philip Elmer-DeWitt

Apple chip fabricator TSMC reopens after earthquake

From Shreyashi Sanyal's "TSMC’s evacuated workers return to some factories after Taiwan’s strongest earthquake in 25 years" posted Wednesday on CNBC.

Read More Apple chip fabricator TSMC reopens after earthquake

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What 2nm chips are and why Apple is likely to get them firstapple 2nm tsmc samsung1 year ago
Published December 11, 2023 by Philip Elmer-DeWitt

What 2nm chips are and why Apple is likely to get them first

From the Financial Times' "Semiconductor giants race to make next generation of cutting-edge chips" posted late Sunday.

Read More What 2nm chips are and why Apple is likely to get them first

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The Information: Apple's Made-in-USA chips will still go to Taiwan for packagingapple arizona taiwan paperweight2 years ago
Published September 11, 2023 by Philip Elmer-DeWitt

The Information: Apple's Made-in-USA chips will still go to Taiwan for packaging

"The TSMC Arizona fab is effectively a paperweight in any geopolitical tension or war." — SemiAnalysis' Dylan Patel.

Read More The Information: Apple's Made-in-USA chips will still go to Taiwan for packaging

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TSMC will deliver 90% of its 3nm chips to Appleapple tsmc 3nm stranglehold2 years ago
Published May 15, 2023 by Philip Elmer-DeWitt

TSMC will deliver 90% of its 3nm chips to Apple

From Andrew Or's "Apple has a stranglehold on the TSMC 3nm chip supply in 2023" posted Monday by AppleInsider.

Read More TSMC will deliver 90% of its 3nm chips to Apple

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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