Production Delays Force Apple To Skip TSMC's 2nm Chip For iPhone 17: Report
Portfolio Pulse from Rounak Jain
Apple Inc. (NASDAQ:AAPL) is expected to delay the use of Taiwan Semiconductor's (NYSE:TSM) 2nm chip technology for its iPhone 17 series, opting instead for a refined 3nm chip. This decision is influenced by production delays and Apple's focus on a thinner iPhone design.
July 16, 2024 | 11:57 am
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TSMC's 2nm chip will not be used in Apple's iPhone 17 due to production delays, with Apple opting for a refined 3nm chip instead.
The delay in the adoption of TSMC's 2nm chip by Apple could negatively impact TSMC's stock in the short term, as it may signal production challenges and affect investor confidence.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 100
NEUTRAL IMPACT
Apple will delay the use of TSMC's 2nm chip for the iPhone 17, opting for a refined 3nm chip due to production delays and design considerations.
The delay in adopting the 2nm chip may not significantly impact Apple's stock in the short term as the company is still using advanced 3nm technology. However, it reflects potential production challenges and design priorities.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100