"Apple, Nvidia, Qualcomm and AMD will be eager to announce their made-in-the-US chips, but the actual supply will be meager and tokenistic."
Read More Bloomberg: Apple chipmaker TSMC's Arizona plant is mostly for show
From Mark Gurman's "Apple Prepares to Get Made-in-US Chips in Pivot From Asia" posted Tuesday on the Bloomberg.
Read More Tim Cook: By 2024, (some) Apple silicon will be manufactured in Arizona
We should have seen this coming.
Read More Buffett puts $4B into Apple's chip foundry. TSMC pops.
From Asa Fitch and Yang Jie's "Chip-Making Juggernaut TSMC Eyes Multibillion-Dollar Arizona Factory Expansion" in Wednesday's Wall Street Journal.
Read More Apple's Taiwanese chip maker building second U.S. plant
TSMC has a lot of clients, but Apple brings in the lion's share of its revenue.
Read More Apple credited with fueling its chipmaker's 48% revenue thrust in September
Report: Apple caved. Accepted TSMC's terms.
3 years ago
3 years agoThe world's most valuable semiconductor manufacturer wouldn't budge.
From Glenn O'Donnell's "The Chips Act Puts the Semiconductor Industry Back on the Right Path" posted Saturday by Barron's: Beneficiaries of the Chips Act are obviously…
Read More What Apple gets out of the Chips Act that Biden just signed into law
Ben Lovejoy's "US chip subsidy bill ‘vital to TSMC Arizona plant’ passes new Senate vote" posted Wednesday on 9to5Mac.
Read More Apple lobbying pays off in Senate with TSMC chip-making vote
From Sam Byford's "Apple reportedly switching to its own iPhone modem design in 2023" posted Wednesday on The Verge.
From Reuters' "Some Apple, Tesla suppliers halt production in China amid power pinch" posted Monday.
Read More Links in Apple's China supply chain suspended, not TSMC
13 Comments