No, The Sky Is Not Falling

Alan Patterson, EE Times
12/2/2016 10:34 AM EST

If Apple is slashing semiconductor orders, TSMC would bear the most impact. Is this what's happening?

TAIPEI — It’s comforting to know that the sky is not falling yet.

Early this morning, I became alarmed when I saw a headline scrolling across my TV screen saying ‘Chipmakers Tumble Most Since June on Report Apple Cut Orders’. As a diligent reporter, I of course was skeptical and checked immediately with my sources.

If Apple is slashing semiconductor orders, Taiwan Semiconductor Manufacturing Co. (TSMC) would bear the most impact. The world’s biggest foundry has Apple as its largest customer and is probably the sole supplier of Apple’s latest A10 processor.

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