The first ARM-based Mac computers will ship before the end of the year and Apple intends to switch its entire Mac lineup to ARM over the next two years.
But who will make these chips? TSMC seems like the natural choice and now there's confirmation at DigiTimes that the Taiwanese foundry is expected to see orders from Apple. The site says the ARM-based Mac chips will contribute "substantially" to TSMC's revenue starting in the second half of 2021:
TSMC is expected to see orders for Apple's Macs based on its Arm-based silicon ramp up and contribute substantially to the foundry's wafer sales starting the second half of 2021, according to industry sources.Recent reports indicate MacBook sales are on track to hit 16-17 million units this year. Then there's also the iMac, Mac Pro and Mac mini lineup. It's believed the first ARM-based Mac computers from Apple will be laptops.