at Investor's Business Daily (Wed, 6:52PM)
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)
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