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Philip Elmer‑DeWittPhilip Elmer‑DeWitt

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Apple bumps iPhone processor order to meet AI demand — reportapple tsmc iphone 162 years 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 taiwan2 years 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 secret2 years 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 intel2 years 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 earthquake2 years 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 samsung2 years 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 paperweight3 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 stranglehold3 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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Apple will pay a premium for the best 3-nm wafers while TSMC ramps upapple tsmc struggles eetimes3 years ago
Published April 26, 2023 by Philip Elmer-DeWitt

Apple will pay a premium for the best 3-nm wafers while TSMC ramps up

From Alan Patterson's "TSMC’s 3-nm Push Faces Tool Struggles" posted Tuesday by EE Times:.

Read More Apple will pay a premium for the best 3-nm wafers while TSMC ramps up

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The founder of Apple's chip foundry waxes apocalypticapple tsmc founder apocalyptic3 years ago
Published March 16, 2023 by Philip Elmer-DeWitt

The founder of Apple's chip foundry waxes apocalyptic

"When the costs go up, the pervasiveness of chips will either stop or slow down considerably. We are going to be in a different game." -- TSMC's Morris Chang

Read More The founder of Apple's chip foundry waxes apocalyptic

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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
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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