Apple's Plans To Source Chips From Arizona Yog Xov Xwm Loj

kua kev pab them nqi mus rau qhov chaw chips los ntawm Arizona yog ib kauj ruam tseem ceeb rau pem hauv ntej rau American semiconductor manufacturing. Cov chips Tej zaum yuav yog los ntawm cov fab tshiab uas Taiwan Semiconductor Manufacturing Company (TSMC) tab tom tsim sab nraum Phoenix, vim tias lub tuam txhab ntawd yog tus muag khoom rau Apples processor chips siv hauv iPhones, iPads, thiab Mac computers.

Apple yog tus neeg siv khoom loj rau TSMC's 5 nm txheej txheem, thiab nws tau hais tias yuav tau npaj rau nws txoj kev 3 nm. TSMC's Arizona fab yuav muaj peev xwm pib rau 20,000 12 "wafer pib ib hlis, thiab nws tsis ntev los no tau tshaj tawm cov phiaj xwm los tsim lwm fab nyob ib sab ntawm thawj. Qhov no yuav cuam tshuam nrog Apple cov lus tshaj tawm, raws li 20,000 12 "wafer pib ib hlis yog me me piv rau nws lub peev xwm hauv Taiwan, qhov twg nws cov fabs muaj peev xwm sib sau ua ke ntau tshaj li ib lab 12" wafers ib hlis. Nws yog Fab 18 nyob rau yav qab teb Taiwan Science Park tau ntseeg tias yog qhov chaw uas nws tau tsom mus rau 3 nm ntau lawm, thiab tshaj tawm tias yog nyob rau hauv kev tsim khoom hauv lub quarter thib plaub ntawm 2022.

TSMC lus ceeb toom tias lawv cov neeg siv khoom loj tshaj plaws (xws li Apple) suav txog 26% ntawm nws cov nyiaj tau los hauv 2021, thaum nws qhov thib ob loj tshaj plaws tsuas yog ntawm 10%. Ntau intriguingly, qhov sib koom tau nce siab los ntawm 23% hauv 2019, thiab 25% hauv 2020. Lub tuam txhab taw qhia tias tsuas muaj qee tus neeg siv khoom uas tuaj yeem ua haujlwm hauv qhov chaw no - uas yog tsim lawv tus kheej semiconductors thiab cuam ​​tshuam ncaj qha nrog foundries zoo li nws tus kheej. Qhov ntawd qhia tau tias Apple thiab Arizona nthuav dav yog sib txuas zoo. Lub Arizona fab yog slated rau tuaj online hauv 2024 nrog 5nm ntau lawm.

Yog tias qhov tseeb Apple hloov qee qhov ntawm nws cov peev txheej mus rau Arizona, nws yuav ua rau txoj hauv kev rau lwm lub tuam txhab tsis zoo xws li Qualcomm.QCOM
, AMD, thiab Nvidia kom txav qee qhov ntawm lawv cov khoom lag luam nyob ntawd thiab. Zoo li Apple, txhua tus ntawm lawv yuav xav ua kom muaj kev sib txawv ntawm lawv qhov kev xav tau, thiab TSMC kuj yuav tsis xav kom muaj lub siab xav tshwj xeeb rau Apple. Apple CEO Tim Cook tau tshaj tawm hais tias "60% tawm ntawm qhov twg los yog tej zaum tsis yog txoj haujlwm zoo." Tab sis tau txais qee qhov kev tsim khoom rov qab rau US shores yuav yog qhov zoo nkauj rau Asmeskas