"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
3 years ago
3 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
"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
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