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Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years
(
www.culpium.com
)
18 days ago
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
(
www.culpium.com
)
2026-1-16
AI
Apple
Nvidia
Sources: TSMC's Arizona plant is now producing Systems-in-Package for the Apple Watch, almost certainly the S9, in addition to the A16 processor for iPhones
(
www.culpium.com
)
2025-1-9
Apple
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