Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Ben Bajarin: Why the global chip drought hurts Apple least (video)apple chip drought bajarin5 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)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Apple supply chain in spotlight as world runs out of semiconductorsapple tsmc iphone 165 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

16 Comments

Fab quarter for Apple fabapple tsmc iphone 165 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Rumor: Apple has nearly cornered the market for TSMC's best chipsapple tsmc corner market5 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

12 Comments

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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

One Comment

This is one way Apple keeps its Silicon edgeapple tsmc 5nm6 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

11 Comments

Apple's A-series chip supplier to build fab near its U.S. rootsapple tsmc arizona fab6 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Apple: Nice closeApple nice close 4-136 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

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

J.P. Morgan pushes back on reports of Apple chip delaysapple tsmc iphone 166 years ago
Published March 25, 2020 by Philip Elmer-DeWitt

J.P. Morgan pushes back on reports of Apple chip delays

From a note to Chinese investors posted Wednesday by the bank's Asia technology team.

Read More J.P. Morgan pushes back on reports of Apple chip delays

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

One Comment

Apple named in politically charged Taiwan Semiconductor lawsuitapple globalfoundries tsmc lawsuit7 years ago
Published August 27, 2019 by Philip Elmer-DeWitt

Apple named in politically charged Taiwan Semiconductor lawsuit

Abu Dhabi-owned Globalfoundries has wrapped itself in the American flag.

Read More Apple named in politically charged Taiwan Semiconductor lawsuit

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

2 Comments

Posts pagination

Previous 1 … 4 5 6 Next
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi

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
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt