5typos.net
Apple A16 SOC is Made in America
Tim Culpan, on Tim Culpan’s Position:
This is a BFD. TSMC Arizona is the marquee project of the US government’s $39 billion CHIPS for America Fund under the CHIPS Act. Six months ago, I thought Apple might tap Arizona for a less-consequential chip like the H-series used in AirPods. I was surprised when I heard it was the A16. The fact that they went for the most-advanced chip they could manage on US soil, in terms of both technology and volume, shows Apple and TSMC want to start big.
Agree that — if/when confirmed — this is a big freaking deal. Sentiment was that these US foundries were going to be building very low volume, or lower performance chips. If true that the iPhone 15 (last year’s model), will have be using a US produced SKU, then things are going a lot better than expected.
