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The WSJ is the latest in a long line of news sources to report Apple (AAPL) is moving some app...

The WSJ is the latest in a long line of news sources to report Apple (AAPL) is moving some app processor production to TSMC (TSM) from Samsung (SSNLF.PK). Like Digitimes recently, the WSJ reports TSMC will start mass-producing an Apple CPU that uses its next-gen 20nm process in early 2014. Other details: 1) Though Apple wants to be less dependent on Samsung, the company will still be Apple's main app processor foundry in 2014, and continues to supply memory chips and iPad LCDs (previous). 2) The move to TSMC has been slowed by "glitches" preventing TSMC's chips from meeting Apple's speed/power needs. 3) Apple offered to invest in TSMC or pay for dedicated capacity, but (in-line with a 2012 Bloomberg report) TSMC rejected the offers in the name of staying independent. (previous)
Comments (11)
  • rrosey2
    , contributor
    Comments (685) | Send Message
     
    Quoting WSJ has to be taken with a grain of salt. They never tell "the whole story".
    29 Jun 2013, 04:28 PM Reply Like
  • CraigPowell
    , contributor
    Comments (96) | Send Message
     
    What is the whole story?
    30 Jun 2013, 08:09 AM Reply Like
  • wigit5
    , contributor
    Comments (3964) | Send Message
     
    I hear Intel already makes chips for your pc's... if you ask they will build it
    29 Jun 2013, 04:28 PM Reply Like
  • Stone Fox Capital
    , contributor
    Comments (5788) | Send Message
     
    Sounds like AAPL needs to find another source than TSMC.
    29 Jun 2013, 06:18 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    Looks like Tim Cook is gonna take another hit for a failure to deliver-- but this is gonna hit his lack of properly finding and developing a new foundry to manufacture its chips.
    29 Jun 2013, 07:02 PM Reply Like
  • Yokyok
    , contributor
    Comments (325) | Send Message
     
    maybe they ought to concentrate on updating their hopelessly outdated phones
    29 Jun 2013, 09:09 PM Reply Like
  • redponydoc
    , contributor
    Comments (363) | Send Message
     
    Yokyok, your rotary dial phone is not from Apple.

     

    FYI.
    30 Jun 2013, 08:33 AM Reply Like
  • mitrado
    , contributor
    Comments (1948) | Send Message
     
    "Don't worry, AAPL will be back over $1000 in no time."

     

    Where are all the experts that were so sure of this, not even 6 months ago?
    30 Jun 2013, 03:10 PM Reply Like
  • Rich in NJ
    , contributor
    Comments (28) | Send Message
     
    As if anyone really knows what companies are really doing.
    30 Jun 2013, 03:23 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (11015) | Send Message
     
    What a waste of effort. Rather than spend efford staying on the forefront of mobile innovation now they will waste years just trying to source components which hey already use simply because they want to fight a meaningless war with Steve Job's principal technology supplier. Dumb Dumb Dumb.
    1 Jul 2013, 03:19 AM Reply Like
  • mitrado
    , contributor
    Comments (1948) | Send Message
     
    Ironically, it was Steve Jobs who gave the kick off for that war, Moon Kil Woon! :-P
    1 Jul 2013, 02:02 PM Reply Like
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