Industry Expert Blogs

Does TSMC win of Apple A10 hurt Samsung chip biz? What does it say about Samsung's Capex plans? PLAB pre-announce is worse for semis than itself...

Evidence keeps mounting that TSMC has captured all of Apple's A10 business for the fall. What does this do to the only part of Samsung (Semis) that is doing well? How bad will the trickle down of reduced CAPEX spend be on the semicap companies as a result? Article in Korean Electronic Times News appears to support Samsungs loss of A10.

We have been talking about the Apple A10 processor ever since the A9 was released and turned out to be split production between Samsung and TSMC. We have been saying that the rumor mill has TSMC capturing 100% of the A10 processor business for Apple's Iphone 7 this fall which would imply a production of processors starting in June. In past controversies, Taiwanese trade rags supported TSMC while Korean trade rags supported Samsung, as would be expected. But yesterday a Korean trade rag, Electronic Times, reported that TSMC has won 100% of the A10 production which seems to be pretty good confirmation of what we already know.

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