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Apple Now Facing Unprecedented Competition for Chip Supply
Apple increasingly has to compete with other companies for chips made by Taiwan Semiconductor Manufacturing Co. TSMC, as surging demand for artificial intellige...
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Apple forced to ‘fight’ for chip capacity, pay higher TSMC prices: report
Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand from companies like NVIDIA and AMD, according to a...
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'TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex
TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come....
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TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex
TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come....
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Apple Is Fighting for TSMC Capacity as Nvidia Takes Center Stage
Article URL: https://www.culpium.com/p/exclusiveapple-is-fighting-for-tsmc Comments URL: https://news.ycombinator.com/item?id=46633488 Points: 6 Comments: 0...
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Report: Rise of AI Is Corroding Apple's Influence Over TSMC
A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI comp...
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U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department
The U.S. Department of Commerce didn't renew the validated end-user status of these chipmakers, requiring them to acquire annual licenses to import chipmaking t...
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TSMC begins quietly volume production of 2nm-class chips — first GAA transistor for TSMC claims up to 15% improvement at ISO power
TSMC has quietly begun volume production of its 2nm-class N2 process in Q4 2025 as planned, marking the company’s first GAA nanosheet node that will be ramping...
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TSMC's average wafer prices increased by over 15% each year since 2019, report suggests — gross profit margins increase by 3.3x in 2025 alone, facing no real challengers
EUV lithography era in chipmaking began in 2019 and there are no signs that this is going to stop as process technologies are getting more complex. However, the...
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TSMC chipmaking factories rocked by magnitude 7.0 earthquake that was the strongest in 27 years, but facilities escaped unharmed — company's earthquake protection measures pay off
Yesterday, the ground shook off the coast of Taiwan, slamming the country with the strongest earthquake in 27 years. The seismic wave registered 7.0 in Taiwan's...
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Intel's Fab 52 is bigger and better equipped than TSMC's Arizona facilities — Intel's production volume dwarfs TSMC's operations in the U.S.
Intel's Fab 52 in Arizona is currently the most advanced chip production facility in America, but it has yet to reach its full 40,000-wafer capacity due to low...
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Intel's Fab 52 is bigger and better equipped than TSMC's Arizona facilities — Intel's production volumes dwarf TSMC's operations in the U.S.
Intel's Fab 52 in Arizona is currently the most advanced chip production facility in America, but it has yet to reach its full 40,000-wafer capacity due to low...