Taiwan Semiconductor Begins Production Of Apple A16 Smartphone Chips At Arizona Facility: Report
Portfolio Pulse from Anusuya Lahiri
Taiwan Semiconductor Manufacturing Co (TSMC) has started producing Apple A16 chips at its Arizona facility, with plans to increase production. This comes as Apple faces market share challenges in China. TSMC is also benefiting from strong demand for Nvidia AI chips and may secure a deal with Google for Pixel chips.
September 18, 2024 | 2:19 pm
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POSITIVE IMPACT
TSMC may secure a deal with Google for Pixel 10 and Pixel 11 chips, as Samsung Foundry failed to deliver.
The potential deal with TSMC for Pixel chips could benefit Google by ensuring reliable chip supply, enhancing its smartphone offerings.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 60
POSITIVE IMPACT
TSMC benefits from strong demand for Nvidia AI chips, which serves as a growth catalyst for the company.
Nvidia's AI chips are a significant growth driver for TSMC, indicating positive demand trends for Nvidia's products.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
TSMC has started producing Apple A16 chips in Arizona, with plans to ramp up production. The company is benefiting from strong demand for Nvidia AI chips and may secure a Google Pixel chip deal.
TSMC's production of Apple A16 chips in Arizona and potential Google Pixel chip deal are positive growth indicators. Strong demand for Nvidia AI chips further supports TSMC's growth outlook.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Apple's A16 chip production by TSMC in Arizona coincides with a market share decline in China. Despite this, Apple stock has gained 22% over the past year.
While TSMC's production of A16 chips is positive, Apple's market share loss in China and competition from Huawei may offset gains. However, the stock has performed well over the past year.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80