Apple chip supplier TSMC cuts 2018 revenue forecast citing weak high-end phone sales

Taiwan Semiconductor Manufacturing Co Ltd, most likely better known to you as TSMC, just announced a good news-bad news scenario. The company, which manufacturers chips for companies like Apple, NVIDIA and Qualcomm, reported a 2.5% increase in first quarter profit to the equivalent of $3.1 billion, which met analysts’ expectations. That happens to be the good news.

The bad news is that revenue for all of 2018 is likely to grow at the low end of the company’s previously disclosed 10% to 15% range. The reason, as explained by TSMC Co-Chief Executive C.C. Wei, is that the rebound in China’s …


Chip maker TSMC sees shipments of top shelf smartphones declining this year

TSMC, the company that produced the A11 bionic SoC for the trio of 2017 Apple iPhone models, is expecting a decline in the shipment of high-end smartphones in 2018. C.C. Wei, co-chief executive of TSMC, sees declining shipments this year for high-end handsets. He sees shipments of mid-to low-end handsets actually increasing during 2018. TSMC expects wafer based revenue for mobile phones to come in flat this year, compared with 2017.

The company has already received the word that it will be the sole producer of the Apple A12 chipset which will be found in the 2018 iPhone models. TSMC also …

TSMC beats out Samsung, will be the exclusive producer of A12 chips for 2018 iPhone models?

Apple designs the chipsets used to power the iPhone, and then turns over the manufacturing to a company with the facilities to produce the component. In the last few years, Samsung and TSMC have been given the task (exclusively, or together) to produce these chips. TSMC has beaten out Samsung in the race to the 7nm process and according to industry sources, Apple has given the foundry an exclusive to produce the A12 SoC that will be used on the 2018 iPhone lineup. TSMC already has orders from 40 customers to produce chips for mobile devices, using the 7nm process.

TSMC reportedly plans on …

Qualcomm wants TSMC to produce Snapdragon 855 mobile platform, not Samsung?

For the last few years, Samsung has been the company churning out high-end chipsets designed by Qualcomm. This would include the Snapdragon 820, Snapdragon 821 and the Snapdragon 835 chipsets. And while there has been some talk about another chip manufacturer taking over for Samsung to produce the Snapdragon 845, it appears as though Sammy won’t be replaced until the Snapdragon 855 is rolling off of an assembly line.

It’s not as though TSMC  hadn’t produced Qualcomm designed chipsets before. The Snapdragon 808 and Snapdragon 810 chipsets were both made by TSMC off of Qualcomm designs. …

TSMC is building a $20 billion facility to keep Apple as a customer

The Taiwan Semiconductor Manufacturing Company might not exactly be a household name, but it is one of the bigger players in smartphone component manufacturing. While companies like Qualcomm, MediaTek and Apple design their own chipsets, TSMC is the one that actually manufactures them.

But there are other players in the field, too — Samsung Semiconductor and Intel are two of the bigger ones — which necessitates the near-constant need to improve and innovate upon the manufacturing process. Thus, TSMC has already laid out its roadmap all …

Report: Qualcomm will drop Samsung and partner with TSMC on 7nm chips

At the moment, Qualcomm uses Samsung as its partner to help turn its mobile chip designs into real life components. But a report out of Korea that was released today suggests that once Qualcomm is ready for the production of chips using the 7nm process, Samsung will be dropped in favor of TSMC. There is talk that ever since the second half of last year, Qualcomm has been designing 7nm Snapdragon chips using tools provided by TSMC.

Qualcomm relied on Samsung’s production expertise to produce the Snapdragon 820 and Snapdragon 821 chipsets using the 14nm process. This year’s Snapdragon 835 …

The A11 chip which will power the next iPhone and iPad is now in production at TSMC

We didn’t really expect TSMC, one of the world’s premium chip manufacturers, to give up when it has Apple orders on the line. So we’re not surprised to learn that Taiwan’s fabrication powerhouse has overcome its initial struggles and started producing the A11 chips meant to power the next iPhones and iPads. They will be made on a 10nm process.

There’s almost nothing that we know about the A11 processor in advance. TSMC previously estimated that 10nm production tech alone could provide up to 20% performance gains and 40% less power consumption. So Apple’s chip designers have a fine opportunity …

MediaTek and TSMC trialing new 7nm smartphone processor with mad CPU core count

Sources close to the matters at hand report that Taiwanese silicon slinger TSMC will start trial production of a 12-CPU core chipset from MediaTek on a cutting-edge 7nm production process. The latter means that the new processor is expected to be faster and more power-efficient than 10nm chips before it – and here’s why.
As for the nutsy number of CPU cores, 12 actually sounds like a logical upgrade from the 10-CPU core architecture that MediaTek pioneered with the Helio X20 and X25 chipsets from 2015. Despite this, such a number probably …