TSMC's advanced process offerings serve the world's major fabless IC firms including Altera, Qualcomm and Nvidia. While being capable of providing sufficient capacity to Apple, TSMC also does not want to upset its existing major clients, the observers noted. Allocating efficiently its production capacity will be a focus for the foundry in 2013, the observers believe.
Apple's iPhone and iPad devices collectively demand almost 200 million CPUs every year, the observers estimate. TSMC will need at least more than 200,000 12-inch wafers ready to satisfy the huge demand from Apple, the observers said.
In addition, market observers are paying close attention to how significant Apple's orders will contribute to TSMC's revenues and profitability in 2013.
Apple CPU order raises concerns over TSMC chip supply
Posted on Wednesday, November 28 2012 @ 14:07 CET by Thomas De Maesschalck