Semiconductor
Taiwan Semi To Build Apple’s Mac Chips
Bloomberg is reporting Taiwan Semiconductor Manufacturing Co., who already produces iPhone and iPad processors, will build the company’s new Mac chips, The components will be based on a 5-nanometer production technique, the same size Apple will use in the next iPhones and iPad Pros, one of the people said. Money quotes from the Bloomberg piece: …
SEMI Equip Growth Continued Through Year-End, Coronavirus Looms
February 18, 2020 By Walt Custer SEMI Data through December showed a steady recovery in the global electronics supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating accelerating growth in world manufacturing activity (Chart 2). But in late …