28 Nov '12, 4am

Apple CPU orders raise concerns over TSMC production capacity

Apple CPU orders raise concerns over TSMC production capacity Cage Chao, Taipei; Jessie Shen, DIGITIMES [Wednesday 28 November 2012] The semiconductor industry is now more concerned about how Taiwan Semiconductor Manufacture Company (TSMC) is going to distribute its production capacity, and what proportion of revenues and profits it can generate if it receives CPU orders from Apple in 2013. It appears more likely that TSMC will start producing chips for Apple's next iOS devices in 2013, according to industry observers. Samsung Electronics has been the sole supplier of CPUs that power the existing iPhones and iPads. Demand from Apple is expected to be huge, said the observers, adding that allocation of TSMC's available advanced process capacity among its major clients will be a critical decision to be made by the foundry. TSMC's advanced process offerings serve the world's ...

Full article: http://www.digitimes.com/news/a20121128PD204.html

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