Who Will Get the Next Bite of Apple Chip Business?
October 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.
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