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Who Will Get the Next Bite of Apple Chip Business?SemiWiki - Daniel NenniOct. 19, 2015 |
Recent reports have Intel displacing Qualcomm as the modem supplier and TSMC as the foundry for the next Apple A10 SoC. That is if you call this a credible report:
“Apple will possibly switch over from Qualcomm to Intel for modem chips as well as a new Apple system on a chip…”
I beg to differ of course for many reasons but for this blog let’s focus on the recent TSMC investor call and the information a seasoned semiconductor professional can extract from it.
