The iPhone 17 lineup is expected to be Apple’s last to ship with Qualcomm’s 5G modems as the company prepares its transition to ship all of its iPhone 18 models with the C2 baseband chip. This in-house solution was said to be in development shortly after the iPhone 16e was announced, and while we will witness its materialization in 2026, a new report states that, unlike other Apple chipsets like the A20 and A20 Pro, it will not leverage TSMC’s newest 2nm process, but a lithography that is a couple of generations old. The C2 5G modem will reportedly be mass […]

Read full article at https://wccftech.com/apple-c2-to-be-mass-produced-on-older-tsmc-process-says-report/

Samsung Foundry has secured significant deals in recent times, involving several tech giants, and this demonstrates that the division is poised to enter the mainstream chip segment. Samsung's Recent Deals With Tech Giants Will Help Improve Operating Losses & Paving the Way For Newer Partnerships The Korean giant has been making strides in the chip industry in recent months, entering collaborations with companies such as Apple, NVIDIA, and Tesla. Not only has this helped with capacity utilization, but Samsung is now seen as one of the stronger alternatives to TSMC in recent times, and this has defintely helped the firm […]

Read full article at https://wccftech.com/samsung-foundrys-wins-with-apple-nvidia-and-tesla-underscore-its-determination-to-challenge-tsmc/

The iPhone 17 lineup is equipped with Apple’s latest and greatest A19 and A19 Pro chipsets, and since Apple made the correct moves with its four flagships by equipping each of them with impressive hardware, TSMC is currently enjoying an influx of orders as it prepares to pursue full-scale 2nm production by the end of the year. The Taiwanese semiconductor behemoth’s Chief Executive also said that he is ‘not concerned about pre-built inventory,’ indicating that sales are as healthy as ever. In 2026, it is estimated that 33 percent of all smartphone chipsets produced will leverage TSMC’s 3nm and 2nm […]

Read full article at https://wccftech.com/iphone-17-success-has-increased-tsmc-3nm-chipset-orders-ceo-pleased/

TSMC is well aware of the growing rivalry between GPU customers and ASICs, but the firm apparently doesn't worry much, as chip orders from both sides come directly to the Taiwan giant. TSMC Has Managed to Play 'From Both Sides' of the NVIDIA vs ASIC Competition, Being an Important Part of the Supply Chain The AI industry is experiencing growing compute demands every day, and firms like NVIDIA and AMD are struggling to keep up with the requirements from Big Tech, at least for now. At the same time, companies like Amazon, Google, and OpenAI are pursuing custom AI silicon […]

Read full article at https://wccftech.com/tsmc-says-in-the-nvidia-vs-asic-war-it-will-always-win/

The Taiwan chip giant could be one of the biggest 'affectees' of the disruption within the rare earths supply chain, but it seems like the firm is confident in its existing inventory. TSMC's Rare Earth Inventory Is Sufficient For "One to Two Years," But Long-Term Risks Still Remain Rare earths are also an integral part of the semiconductor supply chain, responsible for crucial stages of the manufacturing process, which is why chip giants like TSMC need certainty regarding their rare earth supply. Based on a report by DigiTimes, TSMC's SVP and co-COO Cliff Hou has responded to the situation around […]

Read full article at https://wccftech.com/tsmc-claim-rare-earths-supply-chain-is-steady-in-the-shorter-term-but-warns-about-future-risks/

Nvidia also plans to use its AI, robotics, and digital twin technology in future US manufacturing facilities.