TSMC will begin production of 3nm chips for Apple by the end of 2022, according to a report this week from Taiwan's Commercial Times. A separate report from the publication claimed that TSMC will begin mass production of 3nm chips in September.
Chips, semiconductor: link here.
3nm? Most are still focused on 10 nm. Push to 7nm and 5nm was huge a few months ago, but now Apple will have 3nm by the end of the year
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Qualcomm
Wow, wow, wow.
Qualcomm just popped today.
Says it will get back into "server" business.
Amazon says it may buy chips / servers from Qualcomm.
We continue to see the "headline wars":
- Apple vs Amazon
- Apple vs Microsoft
- Apple/TSM vs everyone else
Disclosure: I've had huge exposure to Qualcomm for years; I don't recall when/why I started accumulating Qualcomm. I panicked when Apple dropped Qualcomm but didn't sell. Held.
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Broadcom
But look at this.
AVGO up $20 today, but that's only 4%.
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