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
"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
"When we reported our quotation in the beginning, the client replied: 'Are you insane?' But that’s just the way it is."
Read More TSMC discovers the cost of doing Apple's business in the U.S.
From "Apple Orders Entire Supply of TSMC's 3nm Chips for iPhone 15 Pro and M3 Macs" posted Wednesday by MacRumors.
Read More Apple has snapped up 100% of TSMC's 3nm chips -- report
"Apple’s March and June quarters may fall slightly below Street expectations while the back half of the year will exceed expectations."
Apple's fab sees downturn
2 years ago
2 years agoFrom "TSMC Expects to Outsmart the Chip Downturn" posted Thursday by the Wall Street Journal.
"The idea that the arrival of TSMC’s factory in Arizona represents a new era of self-sufficiency or the end of globalization is a fantasy."
Read More Apple's global supply chain won't be easy to untangle
From Arjun Kharpal's "TSMC bucks broader chip slump with 50% revenue surge, helped by Apple iPhone orders" posted Friday on CNBC.
"I don’t want to be a wet blanket here, but, well, I’m going to be a bit of a wet blanket."
Read More Joe Biden and Tim Cook in Arizona: Ben Thompson is not in a celebratory mood
The Wall Street Journal and South China Morning Post both found something to worry about.
Read More Biden to Arizona Tuesday for Apple silicon fabricator's 'tool-in' ceremony
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