Chang saw Apple's move to TSMC was because of Intel's inflexibility, and inability to meet customer's needs. Many of Intel's customers shared that frustration, and Intel always went around acting like they were the only guy for microprocessors,
The Trump tariffs could financially hit Apple's chip production partnership with TSMC, after the President insisted the import taxes will be applied to semiconductors and other specific industries in the near future.
TSMC's AI demand and robust financial health highlight its growth. Find out why TSM stock, along with DeepSeek’s contributions, is poised for future success.
Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access information on a device and to provide personalised ads and content, ad and content measurement, audience insights and product development. List of Partners (vendors)
Although Trump’s tariff plans have targeted several industries, his focus on semiconductors is particularly concerning for Apple. Trump has long pushed for reshoring manufacturing to the US, and his l
Apple’s chip production partnership with TSMC will likely take a financial hit from President Donald Trump’s proposed tariffs. Trump says he will place import taxes on semiconductors and other specific imports in the near future.
Samsung is running into the same hurdles it did back in 2024 but if it overcomes them it will remain a major rival of Apple.
TSMC founder Morris Chang on Acquired podcast says he remembers when Intel approached Apple about iPhone chips, pausing discussions with TSMC.
Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a compelling investment. Read more here.
Samsung Electronics, South Korea’s leading chipmaker, is struggling to keep up with Taiwan’s TSMC, the world’s largest semiconductor contract manufacturing (foundry) company, in the global chip foundry market.
Shares of the chip manufacturer have the potential to crush the broader market. While taking everything a management team says at face value can be an investing error, checking its historical predictions against actual results is a good way to start trusting what management says.