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Apple has tied up three generations of next-gen chipsapple silicon 3nm tsmc4 years ago
Published June 19, 2021 by Philip Elmer-DeWitt

Apple has tied up three generations of next-gen chips

Only Apple.

Read More Apple has tied up three generations of next-gen chips

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Apple's chipmaker aggressively building out U.S. foundriesapple tmsc five foundries4 years ago
Published May 5, 2021 by Philip Elmer-DeWitt

Apple's chipmaker aggressively building out U.S. foundries

From AppleInsider's "Five more TSMC chip plants planned in U.S. expansion" posted Tuesday.

Read More Apple's chipmaker aggressively building out U.S. foundries

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Ben Bajarin: Why the global chip drought hurts Apple least (video)apple chip drought bajarin4 years ago
Published April 18, 2021 by Philip Elmer-DeWitt

Ben Bajarin: Why the global chip drought hurts Apple least (video)

From Rene Ritchie's "Apple Chipset Shortages — M2, A15, and Beyond!" posted Saturday.

Read More Ben Bajarin: Why the global chip drought hurts Apple least (video)

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Apple supply chain in spotlight as world runs out of semiconductorsapple tsmc iphone 164 years ago
Published February 8, 2021 by Philip Elmer-DeWitt

Apple supply chain in spotlight as world runs out of semiconductors

From Bloomberg's "Chip Shortage Spirals Beyond Cars to Phones and Consoles" posted early Monday.

Read More Apple supply chain in spotlight as world runs out of semiconductors

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Fab quarter for Apple fabapple tsmc iphone 164 years ago
Published January 8, 2021 by Philip Elmer-DeWitt

Fab quarter for Apple fab

From Bloomberg's "Apple Supplier TSMC’s Quarterly Revenue Hits Record on Strong iPhone Demand" posted early Friday.

Read More Fab quarter for Apple fab

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Rumor: Apple has nearly cornered the market for TSMC's best chipsapple tsmc corner market4 years ago
Published December 22, 2020 by Philip Elmer-DeWitt

Rumor: Apple has nearly cornered the market for TSMC's best chips

From Wccftech's "Apple Has Secured 80 Percent of TSMC’s 5nm Production Capacity for 2021" posted Monday.

Read More Rumor: Apple has nearly cornered the market for TSMC's best chips

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Why Apple's fab partner hiked its revenue forecast -- again -- last weekApple tsmc revenue forecast5 years ago
Published October 18, 2020 by Philip Elmer-DeWitt

Why Apple's fab partner hiked its revenue forecast -- again -- last week

From Daniel Nenni's "TSMC Sets the Stage for a Great 2021!" posted Friday on SemiWiki.com.

Read More Why Apple's fab partner hiked its revenue forecast -- again -- last week

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This is one way Apple keeps its Silicon edgeapple tsmc 5nm5 years ago
Published September 22, 2020 by Philip Elmer-DeWitt

This is one way Apple keeps its Silicon edge

Taiwan Semiconductor is manufacturing next-generation 5 nanometer processors for Apple and no one else. 

Read More This is one way Apple keeps its Silicon edge

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Apple's A-series chip supplier to build fab near its U.S. rootsapple tsmc arizona fab5 years ago
Published May 15, 2020 by Philip Elmer-DeWitt

Apple's A-series chip supplier to build fab near its U.S. roots

A TSMC plant in Arizona would bring the U.S.-backed Taiwanese company full circle.

Read More Apple's A-series chip supplier to build fab near its U.S. roots

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Apple: Nice closeApple nice close 4-135 years ago
Published April 13, 2020 by Philip Elmer-DeWitt

Apple: Nice close

Apple zigged Monday while the market zagged.

Read More Apple: Nice close

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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 ($)
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