"Apple Wants All Of TSMC's 2nm Chips, So They Sent Jeff Williams In Secret" - Apple Insider
Portfolio Pulse from Benzinga Newsdesk
Apple's COO Jeff Williams secretly visited TSMC in Taiwan to secure the first batch of 2nm chips, which could significantly boost TSMC's revenue. The chips are expected to be used in Apple's products, potentially starting with the iPhone 17 Pro in late 2025.
May 20, 2024 | 2:08 pm
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POSITIVE IMPACT
Apple's secret visit to TSMC to secure 2nm chips indicates a strategic move to stay ahead in chip technology, potentially enhancing future product performance.
Apple's proactive approach to securing advanced 2nm chips from TSMC suggests a strong commitment to maintaining its technological edge. This move is likely to positively impact Apple's future product performance and market position.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 90
POSITIVE IMPACT
TSMC's potential deal with Apple for 2nm chips could significantly boost its revenue, possibly reaching a new high of NT$600 billion ($173 billion).
Securing a deal with Apple for 2nm chip production could lead to a substantial revenue increase for TSMC, highlighting the importance of this partnership for TSMC's financial performance.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 85