Take a look inside TSMC’s silicon manufacturing facility in Arizona
TSMC has published an incredibly rare video which gives you the best glimpse yet on what happens on the Apple Silicon production line.
Insights for the rest of us
by Jonny Evans · Published October 21, 2025 · Last modified February 6, 2026
TSMC has published an incredibly rare video which gives you the best glimpse yet on what happens on the Apple Silicon production line.
by Jonny Evans · Published September 23, 2024 · Last modified February 6, 2026
2025 may see the world’s first mass market 2nm chips, and Apple’s first ever home-baked 5G modem.
by Jonny Evans · Published December 12, 2023
Apple and TSMC are exploring the next big leap for Apple Silicon — 2nm chips, perhaps as soon as 2025, the FT reports.
by Jonny Evans · Published March 3, 2023
Citing really positive signals Morgan Stanley has raised its AAPL target to $180 while TSMC books record income on strength of biggest client (maybe Apple).
by Jonny Evans · Published January 12, 2023 · Last modified February 6, 2026
Apple’s chip supplier TSMC announced record Q4 revenue but warned Q1 revenue may drop as much as 5% and revealed plans to cut capex spending slightly this year.
by Jonny Evans · Published July 8, 2022 · Last modified February 6, 2026
I’m extrapolating a lot of info from little data, but news from TSMC suggests Apple sales remain pretty good, despite such difficult market conditions.
by Jonny Evans · Published April 8, 2022 · Last modified February 6, 2026
Apple supplier TSMC says its quarterly revenues climbed 35.5 percent, year-on-year, in a traditionally slow season for tech. Plans US chip fab next year.
by Jonny Evans · Published March 3, 2022 · Last modified April 6, 2025
Electricity supplies in Taiwan’s two biggest cities failed, and this may have impacted Apple partner TSMC’s Apple silicon processor production hub
by Jonny Evans · Published February 23, 2022 · Last modified February 6, 2026
Apple may begin manufacturing 5G chips via TSMC, a move that promises useful battery life improvements in future iPhones – and perhaps more improvement.
by Jonny Evans · Published November 24, 2021 · Last modified April 6, 2025
As expected, Apple will pare back its reliance on Qualcomm when Nikkei says TSMC will begin manufacturing 5G modems for iPhones and other connected devices.