Apple: 3nm M2 Chip Later This Year -- August 18, 2022

Huge.

Link here. 

Huge story; has not yet been picked up by mainstream business networks.

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.

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.   

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Broadcom

But look at this.

AVGO up $20 today, but that's only 4%.