TSMC has reportedly secured an exclusive contract to manufacture Apple's next-generation A10 processor using its 10nm process technology, surpassing long-time partner Samsung. This development marks a significant shift in Apple’s supply chain strategy, as it moves away from relying on multiple foundries and places greater trust in TSMC. The news has sent ripples through the semiconductor industry, with Samsung facing potential setbacks in its efforts to maintain dominance in chip manufacturing.
While TSMC has not officially commented on the matter, industry sources suggest that this could be the first time the company has taken over a major Apple processor order. If confirmed, it would represent a major win for TSMC, potentially boosting its performance and market position in 2024. Meanwhile, Samsung may need to reassess its approach, as losing Apple’s business could impact its semiconductor division significantly.
The shift comes after Samsung had previously produced a portion of Apple’s A9 processors, but TSMC managed to secure a larger share in recent quarters. According to reports, about 70% of the A9 chips were made by Samsung, while the rest came from TSMC. However, with the A10 order now going exclusively to TSMC, Samsung’s influence over Apple’s chip production is likely to decline further.
In response to the growing demand, TSMC has increased its capital expenditures this year to $9 billion, with a large portion allocated to meeting Apple’s needs. On the other hand, Samsung has reportedly halted expansion plans for its logic chip factory and canceled some semiconductor equipment orders, signaling a possible slowdown in its growth strategy.
Industry experts have noted that TSMC’s InFO (Integrated Fan-Out) packaging technology gives it a competitive edge over Samsung. This advanced technology allows for thinner, lighter chips by stacking wafers directly onto the board, offering better performance and efficiency. As Apple continues to prioritize innovation, TSMC’s technological capabilities are becoming increasingly valuable.
The news has also affected stock markets, with Samsung’s shares dropping in Seoul following the announcement. In contrast, TSMC’s American Depositary Receipts (ADR) saw only a minor dip, indicating investor confidence in the company’s future prospects.
Overall, this development highlights the evolving dynamics between Apple, TSMC, and Samsung. With TSMC now taking the lead in Apple’s chip manufacturing, the semiconductor landscape is set for further competition and innovation in the coming years.
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