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TSMC Apple A20 Pro Chip Stranding Report Dispute
A report alleging TSMC holds $1 billion in unpackaged Apple A20 Pro chips due to a DRAM shortage is contested by analysts, who suggest TSMC could reallocate capacity to AI and HPC chips.
- Analysts Push Back on Report That TSMC Is Sitting on $1 Billion in Stranded Apple Chips
A report claiming TSMC is stuck with $1 billion worth of unpackaged Apple A20 Pro chips due to a DRAM shortage is being disputed by analyst Ming-Chi Kuo, while a Taiwanese economist says TSMC could offset any such glut by shifting production toward AI and HPC chips.