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CHIPS Act rivalry between Intel and TSMC prompts White House ‘slap’

CHIPS Act rivalry | White House

Yesterday highlighted CHIPS Act rivalry between Intel and TSMC in particular, as the US chipmaker voiced its view that American firms should get higher priority when it comes to financial assistance from the government.

However, the White House has effectively given Intel a slap, by stating that the goal of the fund is not to help out struggling companies – and hinted that Apple chipmaker TSMC is likely to be a higher priority …

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Apple chipmaker TSMC should be a lower priority for CHIPS Act cash, says Intel

Apple chipmaker TSMC should be a lower priority | Xeon promo image

Intel has argued that, as a US company, it should get higher CHIPS Act subsidies than US chip plants owned by foreign companies like Apple chipmaker TSMC – even if its own plants sit empty.

TSMC, which is in line to receive subsidies for its Arizona plant, has hit back at the argument, stating that allocating cash by company HQ location would not be an efficient use of the money…

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TSMC Arizona plant under fresh scrutiny, with employee doubts, and analyst concerns

TSMC Arizona plant under fresh scrutiny | Phoenix AZ

The TSMC Arizona plant set to make chips for Apple has been one of the most high-profile results of political attempts to boost America’s chipmaking capabilities – but it is now coming under fresh scrutiny, according to a new report.

Some employees are said to consider the plant a potentially damaging distraction, which could place the company’s technological lead at risk. Others say it’s simply a bad business decision …

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Apple Silicon made in America – explaining the conflicting reports [Comment]

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Apple CEO Tim Cook said yesterday that TSCM Arizona plants would see Apple Silicon made in America. This appeared to contradict earlier reports that the US plants would always remain a step behind the most advanced chip tech TSMC uses in Taiwan.

On the face of it, Cook’s statement would seem to trump earlier “inside source” reports – but the stated timings are problematic, leaving open two distinct possibilities …

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TSMC Arizona chip plants see investment tripled, but will never make latest A-series or M-series chips

TSMC Arizona chip plants | Sunrise over Phoenix, Arizona

Later today, Apple CEO Tim Cook will be attending a celebratory event for the upcoming TSMC Arizona chip plants in Arizona. We’re now learning a little more about the company’s plans, including a tripling of the original investment.

However, it’s becoming even clearer that US-made chips are never going to rival those TSMC makes in its home country, Taiwan …

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Apple will use US chips from TSMC’s Arizona plant; Tim Cook attending event

Apple will use US chips | Close-up of silicon wafer

Apple will definitely use US chips made in TSMC’s Arizona plant, according to a new report today, which says that around a third of chips made there will be for the iPhone maker. Additionally, the plant’s capabilities will be boosted to 4nm chips, rather than the 5nm plans originally announced.

There have long been indications that Apple would be a key customer, and it appears that all doubt will be removed next week, as Tim Cook is said to be attending a TSMC event on Tuesday …

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TSMC confirms plans for second Arizona plant to make 3nm chips

Apple chips

Update: TSMC has now confirmed the earlier report; Reuters reports a statement by the company’s founder, added at the bottom of the piece.


It’s looking increasingly likely that some future Apple chips will be made in the US, following a new report about A-series and M-series chipmaker TSMC.

The report says that TSMC plans to build a second plant in Arizona, and that this one will use the company’s most advanced tech …

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Apple chipmaker TSMC at ever-growing risk from China, amid US tech war

Apple chipmaker | Apple chips

A new piece today argues that Apple chipmaker TSMC is at ever-growing risk from China, and questions the wisdom of the Cupertino company allowing itself to become wholly dependent on a single company.

With the US now actively seeking to hamper China’s own chip fabrication industry by imposing export controls on chipmaking equipment, there are fears that this greatly increases the chances of either TSMC or Taiwan as a whole suffering retaliatory measures …

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Apple reportedly agrees to TSMC chip price increase after saying it wouldn’t

Apple reportedly agrees with TSMC chip price increase after saying it wouldn't

A report from Economic Daily News last week revealed that TSMC told Apple that it would increase the price of the company’s chip production for 2023, but Apple reportedly rejected the new prices. However, Economic Daily News is now back with a new report, this time saying that Apple has decided to agree to price increases for TSMC’s chips.

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A17 chip – TSMC wanted price increase for 3nm process, Apple reportedly said no

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Apple’s A17 chip is of course expected to be used in iPhone 15 Pro models. It’s reported that the chip will use TSMC’s new 3nm process, which we’re expecting to be used first in M2 Macs later this year.

Given the increased sophistication of the fabrication process, TSMC has reportedly told Apple it plans to increase the price it charges, but Apple is said to have “rejected” the new planned pricing …

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CHIPS Act details revealed: ‘Biggest investment in US industrial policy in 50 years’

CHIPS Act details | US flags in DC

While we knew that around $50B was being made available to promote US chip fabrication, it’s only today that we’re learning the actual CHIPS Act details. The bill itself did not specify how the money would be split.

Specifically, we now know that a little over half the total will be made available to help produce advanced chips in the US, while the rest of the money is being divided between two further initiatives …

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TSMC Arizona plant: Construction of main chip facility complete, says state governor

TSMC Arizona plant | Apple M1 and M2 chips

Arizona’s State Governor Doug Ducey has given an update on the TSMC Arizona plant, stating that construction of the main chip facility is now complete. The plant is expected to fabricate some of Apple’s A-series and M-series chips.

In a likely bid to appease China, TSMC issued a statement stressing that Ducey had not visited the company during his trip to Taiwan …

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50¢ chip shortage is one bottleneck for $600B chip industry, says TSMC

Chip industry | Circuit board without chips

There have been conflicting reports in the chip industry on when we might expect an end to the global chip shortage, but Apple chipmaker TSMC says that isn’t going to happen any time soon.

The growing number of low-end chips used in everything from smartphones and cars means that production can be held up by a lack of mundane chips costing as little as 50 cents …

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Nancy Pelosi Taiwan visit included meeting TSMC, as China announces live-fire military exercises

Nancy Pelosi Taiwan | Dept of Labor photo of Pelosi

The controversial Nancy Pelosi Taiwan visit reportedly included meeting with TSMC chairman Mark Liu to discuss the CHIPS Act in relation to the chipmaker’s Arizona plant. The plant is expected to make chips for Apple.

China is extremely unhappy about the visit, and has responded by announcing live-fire military exercises in waters close to the island …

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CHIPS Act could see Intel take lion’s share, with TSMC Arizona plant a lower priority

TSMC Arizona plant | Phoenix skyline at sunset

The scale of subsidies for the TSMC Arizona plant are in doubt as it becomes clear that the $52B CHIPS Act grants won’t go far, and Intel is angling to take the largest slice of the pie.

TSMC has previously said that the subsidy for American chip manufacturing was “vital” to its Arizona plant, which has been expected to begin US production of Apple’s A-series and M-series chips from 2024 …

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