"WSJ reporter Rolfe Winkler visited several of the company’s suppliers including TSMC, ASML and Foxconn in the Southwest."
Read More Apple silicon is actually getting made in the US. Watch!
Ben Thompson: Apple's got the TSMC blues
2 months ago
2 months ago"Apple has been the king of the supply chain for so long now, it will be fascinating to see how the company handles having to fight for supply instead of dictating terms."
The Wall Street Journal's headline — and Mr. Market — got it wrong.
Read More Apple's got plenty of memory chips. What it lacks is access to the best foundries.
Apple, which once held a dominant position on TSMC’s customer list, now needs to fight for production capacity.
Read More Tim Culpan: Apple can't get all the TLC from TSMC it needs
Mainland Chinese military magazine warns of ‘threat’ posed by island’s asymmetric warfare plan and calls for multipronged response.
Read More What China learned from Trump's 'decapitation' of Venezuela
"The juggernaut partnership has propelled both companies to new heights, put competitors in the dust, and fueled the chipmaking industry."
"The outlook hike was striking given Taiwan’s biggest company last raised its guidance just three months ago, igniting a rally that’s tacked on more than $260 billion to its market value."
Read More Apple's go-to chipmaker raises its guidance — again
"It comes down to high computational performance with low energy consumption."
Read More Computerworld's Jonny Evans: Apple Silicon is on a roll
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
"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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