Just ahead of the September launch, specifications of NVIDIA's upcoming RTX Ampere lineup have been leaked by industry sources over at VideoCardz. According to the website, three alleged GeForce SKUs are being launched in September - RTX 3090, RTX 3080, and RTX 3070. The new lineup features major improvements: 2nd generation ray-tracing cores and 3rd generation tensor cores made for AI and ML. When it comes to connectivity and I/O, the new cards use the PCIe 4.0 interface and have support for the latest display outputs like HDMI 2.1 and DisplayPort 1.4a.

The GeForce RTX 3090 comes with 24 GB of GDDR6X memory running on a 384-bit bus at 19.5 Gbps. This gives a memory bandwidth capacity of 936 GB/s. The card features the GA102-300 GPU with 5,248 CUDA cores running at 1695 MHz, and is rated for 350 W TGP (board power). While the Founders Edition cards will use NVIDIA's new 12-pin power connector, non-Founders Edition cards, from board partners like ASUS, MSI and Gigabyte, will be powered by two 8-pin connectors. Next up is specs for the GeForce RTX 3080, a GA102-200 based card that has 4,352 CUDA cores running at 1710 MHz, paired with 10 GB of GDDR6X memory running at 19 Gbps. The memory is connected with a 320-bit bus that achieves 760 GB/s bandwidth. The board is rated at 320 W and the card is designed to be powered by dual 8-pin connectors. And finally, there is the GeForce RTX 3070, which is built around the GA104-300 GPU with a yet unknown number of CUDA cores. We only know that it has the older non-X GDDR6 memory that runs at 16 Gbps speed on a 256-bit bus. The GPUs are supposedly manufactured on TSMC's 7 nm process, possibly the EUV variant.

TSMC had been working super hard in the past few years and has been investing in lots of new technologies to drive the innovation forward. At TSMC's Technology Symposium held this week was, the company has presented various things like the update on its 12 nm node, as well as future plans for node development. One of the most interesting announcements made this week was TSMC's state and ownership of Extreme Ultra-Violet (EUV) machines. ASML, the maker of these EUV machines used to etch the pattern on silicon, has been the supplier of the Taiwanese company. TSMC has announced that they own an amazing 50% of all EUV machine installations.

What is more important is the capacity that the company achieves with it. It is reported that TSMC achieves 60% of all EUV wafer capacity in the world, which is a massive achievement of what TSMC can do with the equipment. The company right now has only two nodes on EUV in high-volume manufacturing, the 7 nm+ node and 5 nm node (which is going HVM in Q4), however, that is more than any of its competitors. All of the future nodes are to be manufactured using the EUV machines and the smaller nodes require it. As far as the competitors go, only Samsung is currently making EUV silicon on the 7 nm LPP node. Intel is yet to release some products on a 7 nm node of its own, which is the first EUV node from the company.

TSMC on Monday kicked off a virtual tech symposium, where it announced its new 12 nm N12e node for IoT edge devices, announced the new 3DFabric Technology, and detailed progress on its upcoming 5 nm N5 and 3 nm N3 silicon fabrication nodes. The company maintains that the N5 (5 nm) node offers the benefits of a full node uplift over its current-gen N7 (7 nm), which recently clocked over 1 billion chips shipped. The N5 node incorporates EUV lithography more extensively than N6/N7+, and in comparison to N7 offers 30% better power at the same performance, 15% more performance at the same power, and an 80% increase in logic density. The company has commenced high-volume manufacturing on this node.

2021 will see the introduction and ramp-up of the N5P node, an enhancement of the 5 nm N5 node, offering a 10% improvement in power at the same performance, or 5% increase in performance at the same power. A nodelet of the N5 family of nodes, called N4, could see risk production in Q4 2021. The N4 node is advertised as "4 nm," although the company didn't get into its iso-power/iso-performance specifics over the N5 node. The next major node for TSMC will be the 3 nm N3 node, with massive 25%-30% improvement in power at the same performance, or 10%-15% improvement in performance at same power, compared to N5. It also offers a 70% logic density gain over N5. 3DFabric technology is a new umbrella term for TSMC's CoWoS (chip on wafer on substrate), CoW (chip on wafer), and WoW (wafer on wafer) 3-D packaging innovations, with which it plans to offer packaging innovations that compete with Intel's various new 3D chip packaging technologies on the anvil.

A May 2020 report put together with info from multiple sources pointed towards AMD's client-segment product roadmap going as far into the future as 2022. The roadmap was partial, with a few missing bits. VideoCardz attempted to reconstruct the roadmap based on new information from one of the primary sources of the May leak, @MeibuW. According to the roadmap, 2020 will see AMD debut its 4th Gen Ryzen "Vermeer" desktop processors featuring "Zen 3" CPU cores, built on TSMC N7e or N7P silicon fabrication process, and offering PCIe Gen 4. The "Renoir" APU silicon combining up to 8 "Zen 2" CPU cores with a 512-SP "Vega" iGPU debuted on the mobile platform, and recently launched on the desktop platform as an OEM-exclusive. It remains to be seen if AMD launches this in the DIY retail channel.

2021 is when three new codenames from AMD get some air-time. "Warhol" is codename for the 5th Gen Ryzen part that succeeds "Vermeer." Interestingly, it too is shown as a combination of "Zen 3" CPU cores, PCIe Gen 4, and 7 nm. Perhaps AMD could innovate in areas such as DRAM (switch to PC DDR5), and maybe increase core counts. DDR5 could herald a new socket, after 4 years of AM4. The second silicon bound for 2021 is "Van Gogh," an APU that combines "Zen 2" CPU cores with an RDNA2 iGPU. Interestingly, "Cezanne," bound for the same year, has the opposite CPU+iGPU combination - a newer gen "Zen 3" CPU component, and an older gen "Vega" iGPU. The two chips could target different markets, looking at their I/O, with "Van Gogh" supporting LPDDR5 memory.

In a bid to show off its volume production prowess and technological edge (but mostly to rub it in to rival fabs), TSMC on Thursday announced that it shipped its 1 billionth chip fabricated on its 7 nm process. If these dies were combined into one big rectangular wafer, they would cover 13 New York City blocks. TSMC's 7 nm process debuted with its N7 node, which went into volume production in April 2018, over two years ago. The fab has since mass-produced 7 nm chips for the likes of Qualcomm, Apple, and AMD, among dozens of other clients. The company now looks to monetize refinements of N7, namely the N7e and N7P (DUV refinements), while executing its crucial EUV-based N7+ node, leading up to future nodelets such as N6. Much of TSMC's growth will be propelled by 5G modems, application processors, and its pivotal role in the growth of companies such as AMD.

MSI, the world-leading motherboard manufacturer, proudly announces AMD A520 series motherboards. Ever since AMD launched Ryzen Desktop Processors with AM4 platform, MSI has occupied the market with its AM4 motherboards. A520 is the successor of A320, which does not support PCIe 4.0 and upgrades all PCIe 2.0 lanes to PCIe 3.0. With the support of 7 nm 3rd Gen Ryzen and Ryzen 4000 G-series processors, A520 is the best choice for Ryzen 3 and Ryzen 3 PRO processors.

Together with the AM4 Ryzen processors, MSI offers an A520 motherboard lineup from MAG Series to PRO Series with MSI's exclusive features to satisfy all types of users' needs. Exclusive DDR4 Boost and A-XMP provide stability and compatibility to memory and push its performance up to 4600 MHz. Moreover, all MSI A520 motherboards adopt a premium 2 oz thickened copper PCB to provide better performance and stability.

Microsoft in its Hot Chips 32 presentation detailed the SoC at the heart of the upcoming Xbox Series X entertainment system. The chip mostly uses AMD IP blocks, and is built on TSMC N7e (enhanced 7 nm) process. It is a 360.4 mm² die with a transistor count of 15.3 billion. Microsoft spoke about the nuts and bolts of the SoC, including its largest component - the GPU based on AMD's new RDNA2 graphics architecture. The GPU takes up much of the chip's die area, and has a raw SIMD throughput of 12 TFLOP/s. It meets DirectX 12 Ultimate logo requirements, supporting hardware-accelerated ray-tracing.

The RDNA2 GPU powering the Xbox Series X SoC features 52 compute units spread across 26 RDNA2 dual compute units. The silicon itself physically features two additional dual CUs (taking the total physical CU count to 56), but are disabled (possibly harvesting headroom). We've detailed first-generation RDNA architecture in the "architecture" pages of our first AMD Radeon RX 5000-series "Navi" graphics card reviews, which explains much of the SIMD-level innovations from AMD that help it drive a massive SIMD IPC gain over the previous-generation GCN architecture. This hierarchy is largely carried over to RDNA2, but with the addition of a few SIMD-level components.

MediaTek today announced its newest 5G SoC, the Dimensity 800U, as the latest addition in MediaTek's Dimensity series family. The 7 nm Dimensity 800U chipset is designed for multi-core high performance and leading 5G+5G Dual Sim Dual Standby (DSDS) technology. With Dimensity 800U MediaTek continues to accelerate the rollout of 5G technology and deliver premium experiences on mid-tier 5G smartphones.

"MediaTek has always focused on enhancing the user experience with our leading semiconductor technology, whether consumers are streaming, gaming or taking photos," said Dr. Yenchi Lee, Deputy General Manager of MediaTek's Wireless Communications Business Unit. "MediaTek's Dimensity 800U brings cutting-edge, next-gen technology to the Dimensity SoC series, bringing MediaTek's advanced 5G, imaging and multimedia technologies to high-performance 5G smartphones that deliver incredible 5G experiences."

IBM today revealed the next generation of its IBM POWER central processing unit (CPU) family: IBM POWER10. Designed to offer a platform to meet the unique needs of enterprise hybrid cloud computing, the IBM POWER10 processor uses a design focused on energy efficiency and performance in a 7 nm form factor with an expected improvement of up to 3x greater processor energy efficiency, workload capacity, and container density than the IBM POWER9 processor.

Designed over five years with hundreds of new and pending patents, the IBM POWER10 processor is an important evolution in IBM's roadmap for POWER. Systems taking advantage of IBM POWER10 are expected to be available in the second half of 2021. Some of the new processor innovations include:

Samsung Electronics Co., Ltd., a world leader in advanced semiconductor technology, today announced the immediate availability of its silicon-proven 3D IC packaging technology, eXtended-Cube (X-Cube), for today's most advanced process nodes. Leveraging Samsung's through-silicon via (TSV) technology, X-Cube enables significant leaps in speed and power efficiency to help address the rigorous performance demands of next-generation applications including 5G, artificial intelligence, high-performance computing, as well as mobile and wearable.

"Samsung's new 3D integration technology ensures reliable TSV interconnections even at the cutting-edge EUV process nodes," said Moonsoo Kang, senior vice president of Foundry Market Strategy at Samsung Electronics. "We are committed to bringing more 3D IC innovation that can push the boundaries of semiconductors."

Intel is monetizing its "small" x86 cores across its product lineup, and not just in entry-level client processors. These cores will be part of Intel's current- and upcoming Hybrid processors, and have been serving Intel's re-branded Atom line of high core-count low-power server processors targeting micro-servers, NAS, network infrastructure hardware, and cellular base-stations. A company slide scored by AdoredTV unveils Intel's Atom "Grand Ridge" 24-core processor. A successor to the 24-core Atom P5962B "Snow Ridge" processor built on 10 nm and featuring "Tremont" CPU cores, "Grand Ridge" sees the introduction of the increased IPC "Gracemont" CPU cores to this segment. These cores make their debut in 2021 under the "Alder Lake" microarchitecture as "small" cores.

The "Grand Ridge" silicon is slated to be built on Intel's 7 nm HLL+ silicon fabrication node, and features 24 "Gracemont" cores across six clusters with four cores, each. Each cluster shares a 4 MB L2 cache among the four cores, while a shared L3 cache of unknown size cushions transfers between the six clusters. Intel is deploying its SCF (scalable coherent fabric) interconnect between the various components of the "Grand Ridge" SoC. Besides the six "Gracemont" clusters, the "Grand Ridge" silicon features a 2-channel DDR5 integrated memory controller, and a PCI-Express gen 4.0 root complex that puts out 16 lanes. It also features fixed function hardware that accelerates network stack processing. There are various USB and GPIO connectivity options relevant to 5G base-station setups. Given Intel's announcement of a delay in rolling out its 7 nm node, "Grand Ridge" can only be expected in 2022, if not later.

AMD today announced availability of new AMD Radeon Pro 5000 series GPUs for the updated 27-inch iMac. The new GPUs power a wide variety of graphically intensive applications and workloads, unleashing creativity and productivity for consumer and professional users alike. The new AMD Radeon Pro 5000 series GPUs are built on industry-leading 7 nm process technology and advanced AMD RDNA graphics architecture. They feature up to 40 compute units and up to 16 GB of high-speed GDDR6 memory while delivering up to 7.6 teraflops of single precision (FP32) computational performance.

"AMD Radeon Pro 5000 series GPUs bring new levels of performance and flexibility to the updated 27-inch iMac," said Scott Herkelman, corporate vice president and general manager, Graphics Business Unit at AMD. "The new AMD GPUs offer the optimal combination of compute performance, energy efficiency and outstanding graphics features to power a wide range of applications - from consumer to pro - wherever graphics matter the most."

China's upcoming 14th five-year plan (2021-2025) will continue to highlight technology and capacity upgrades as the core of its semiconductor self-sufficiency strategy, with foundry capacity projected to expand 40% from the preceding plan and fabrication process expected to advance to 7 nm, according to Digitimes Research.

Bolstered by national policies in the 13th five-year plan, China's IC manufacturing industry is expected to see combined revenues double to CNY240 billion (US$34.28 million) in 2020 from 2016, and may also move 12 nm to production by the end of the year after having volume produced 14 nm process.

AMD late Tuesday released its Q2-2020 financial results, which saw the company rake in revenue of $1.93 billion for the quarter, and clock a 26 percent YoY revenue growth. In both its corporate presentation targeted at the financial analysts, and its post-results conference call, AMD revealed a handful interesting bits looking into the near future. Much of the focus of AMD's presentation was in reassuring investors that [unlike Intel] it is promising a stable and predictable roadmap, that nothing has changed on its roadmap, and that it intends to execute everything on time. "Over the past couple of quarters what we've seen is that they see our performance/capability. You can count on us for a consistent roadmap. Milan point important for us, will ensure it ships later this year. Already started engaging people on Zen4/5nm. We feel customers are very open. We feel well positioned," said president and CEO Dr Lisa Su.

For starters, there was yet another confirmation from the CEO that the company will launch the "Zen 3" CPU microarchitecture across both the consumer and data-center segments before year-end, which means both Ryzen and EPYC "Milan" products based on "Zen 3." Also confirmed was the introduction of the RDNA2 graphics architecture across consumer graphics segments, and the debut of the CDNA scalar compute architecture. The company started shipping semi-custom SoCs to both Microsoft and Sony, so they could manufacture their next-generation Xbox Series X and PlayStation 5 game consoles in volumes for the Holiday shopping season. Semi-custom shipments could contribute big to the company's Q3-2020 earnings. CDNA won't play a big role in 2020 for AMD, but there will be more opportunities for the datacenter GPU lineup in 2021, according to the company. CDNA2 debuts next year.

TSMC has been the backbone of silicon designers for a long time. Whenever you question where you can use the latest technology and get some good supply capacity, TSMC got everyone covered. That case seems to be similar to Intel and its struggles. When Intel announced that its 7 nm semiconductor node is going to be delayed a full year, the company's customers and contractors surely became worried about the future releases of products and their delivery, like the case is with Aurora exascale supercomputer made for Argonne National Laboratory, which relies on Intel's 7 nm Ponte Vecchio graphics cards for most of the computation power.

To manage to deliver this, Intel is reportedly in talks with TSMC to prepare capacity for the GPUs and deliver them on time. However, according to industry sources of DigiTimes, TSMC is unlikely to build additional capacity for Intel, besides what it can deliver now. According to those sources, TSMC does not see Intel as a long-term customer and it is unknown what treatment will Intel get from TSMC. Surely, Intel will be able to make a deal with TSMC and secure enough of the present capacity for delivering next-generation processors.

With its own 7 nm-class silicon fabrication node nowhere in sight for its processors, at least not until 2022-23, Intel is seeking out third-party semiconductor foundries to support its ambitious discrete GPU and scalar compute processor lineup under the Xe brand. A Taiwanese newspaper article interpreted by Chiakokhua provides a fascinating insight to the the new precious resource in the high-technology industry - allocation.

TSMC is one of these foundries, and will give Intel access to a refined 7 nm-class node, either the N7P or N7+, for some of its Xe scalar compute processors. The company could also seek out nodelets such as the N6. Trouble is, Intel will be locking horns with the likes of AMD for precious foundry allocation. NVIDIA too has secured a certain allocation of TSMC 7 nm for some of its upcoming "Ampere" GPUs. Sources tell China Times that TSMC will commence mass-production of Intel silicon as early as 2021, on either N7P, N7+, or N6. Business from Intel is timely for TSMC as it is losing orders from HiSilicon (Huawei) in wake of the prevailing geopolitical climate.

Intel's announcement today that their 7 nm node is facing difficulties is being taken one of two ways: as an unmitigated disaster by some, and with a tentative carefulness (lest we see another 10 nm repeat) from others. However one looks at this setback, which means AMD will still enjoy a process lead over Intel for some extra time, this is good news for AMD in more ways than just that one.

Case in point: stock price. While AMD has a much lower market cap than Intel (calculated by multiplying the value of a single stock by the number of total issued stocks), today, for the first time since 2006, AMD's shares were more valuable than Intel's on a per-share basis. AMD's $70 billion market cap still pales in comparison to Intel's $215 billion. At time of writing, AMD's stock pricing is $18 higher than Intel, at $68.67 compared to Intel's $50.79. A first in many years for the green company.

Intel's silicon fabrication woes refuse to torment the company's product roadmaps, with the company disclosing in its Q2-2020 financial results release that the company's first CPUs built on the 7 nanometer silicon fabrication node are delayed by a year due to a further 6-month delay from prior expectations. The company will focus on getting its 10 nm node up to scale in the meantime.

The company mentioned that the 10 nm "Tiger Lake" mobile processor and "Ice Lake-SP" enterprise processor remains on-track for 2020. The company's 12th Generation Core "Alder Lake-S" desktop processors won't arrive before the second half of 2021. In the meantime, Intel will launch its 11th Gen Core "Rocket Lake" processor on the 14 nm node, but with increased IPC from the new "Cypress Cove" CPU cores. Also in 2H-2021, the company will launch its "Sapphire Rapids" enterprise processors that come with next-gen connectivity and updated CPU cores.

Intel Corporation today reported second-quarter 2020 financial results. "It was an excellent quarter, well above our expectations on the continued strong demand for computing performance to support cloud-delivered services, a work- and learn-at-home environment, and the build-out of 5G networks," said Bob Swan, Intel CEO. "In our increasingly digital world, Intel technology is essential to nearly every industry on this planet. We have an incredible opportunity to enrich lives and grow this company with a continued focus on innovation and execution."

Intel achieved record second-quarter revenue with 34 percent data-centric revenue growth and 7 percent PC-centric revenue growth YoY. These results were driven by strong sales of cloud, notebook, memory and 5G products in an environment where digital services and computing performance are essential to how we live, work and stay connected.

Taiwan-based tech publication CoolPC.com.tw published one of the first comprehensive performance reviews of the recently announced AMD Ryzen PRO 4750G, PRO 4650G, and PRO 4350G Socket AM4 desktop processors based on the 7 nm "Renoir" silicon that combines up to 8 "Zen 2" GPU cores with a Radeon Vega iGPU that has up to 8 compute units (512 stream processors). In their testing, the processors were paired with an AMD Wraith Prism (125 W TDP capable) cooler, an ASUS ROG Strix B550-I Gaming motherboard, 2x 8 GB ADATA Spectrix D50 DDR4-3600 memory, and a Seagate FireCuda NVMe SSD.

The benchmark results are a fascinating mix. The top-dog Ryzen 7 4750G was found to be trading blows with the Core i7-10700K, the i7-10700, and AMD's own Ryzen 7 3700X, depending on the benchmark. In CPUMark 99 and Cinebench R20 nT, the PRO 4750G beats the i7-10700 and 3700X while practically matching the i7-10700K. It beats the i7-10700K at 7-Zip (de-compression) and HWBOT x265 video encoding benchmark. The story repeats with the 6-core/12-thread PRO 4650G beating the Core i5-10600K in some tests, and AMD's own Ryzen 5 3600X in quite a few tests. Ditto with the quad-core PRO 4350G pasting the previous generation Ryzen 3 3300G.

Since the AMD Ryzen 4000 Series Desktop Processors with PRO technologies have launched today, MSI 500-series motherboards are well-prepared to fully support for the new processors' coming. Compared to the Ryzen 3000 series CPUs, the AMD Ryzen PRO 4000 Series Processors are built in a monolithic design based on the 7 nm architecture for both Zen 2 CPU and Vega GPU, which improves greatly in latency and bandwidth numbers with better efficiency in performance. Of course, MSI 500-series motherboards including X570 and B550 platform are perfectly compatible for the Ryzen PRO 4000 Series Processors.

AMD Ryzen PRO 4000 Series Processors offer greater CPU and memory performance for overclockers and enthusiasts to push benchmark to another level. MSI has showcased not only the best performance for memory frequency but also the memory stability with Memtest pass.

AMD today announced its 4th Generation Ryzen 4000G and Ryzen PRO 4000G desktop processors for pre-built OEM desktops. The company also expanded its entry-level Athlon 3000G series and debuted the Athlon PRO 3000G series. The Ryzen 4000G and PRO 4000G mark the Socket AM4 desktop debut of the 7 nm "Renoir" silicon, which combines up to 8 CPU cores based on the "Zen 2" microarchitecture, with a Radeon Vega 8 iGPU. These processors benefit from the 65 W TDP and increased power limits of the desktop platform to dial up CPU- and iGPU engine clock speeds significantly over the Ryzen 4000U and 4000H mobile processors based on the same silicon. The new Athlon 3000G-series and Athlon PRO 3000G-series parts are based on a 12 nm die that has "Zen+" CPU cores.

All of the processor models announced today are OEM-only, meaning that you'll only find them on pre-built consumer- and commercial desktops by the likes of HP, Lenovo, Dell, etc. Not even the system-integrator (SI) channel (eg: Maingear, Origin PC, etc.,) gets these chips. OEMs will pair these processors with motherboards based on the AMD B550 chipset, although the chips are compatible with the X570 chipset, too. The Ryzen PRO 4000G processors are targeted at commercial desktops that are part of large business environments, and launches along with the new AMD PRO565 chipset. Since they are OEM-only, the company did not reveal pricing for any of these chips. They did however mention that for the DIY retail channel, they do plan to update their product stack with processors that have integrated graphics at a later time (without going into specifics of the said time).

Semiconductor manufacturing is a difficult process. Often when a new node is being developed, there are new materials introduced that may cause some yield issues. Or perhaps with 7 nm and below nodes, they are quite difficult to manufacture due to their size, as the transistor can get damaged by the smallest impurity in silicon. So manufacturers have to be extra careful and must spend more time on the development of new nodes. According to industry sources over at DigiTimes, we have information that Samsung is struggling with its 5 nm EUV node.

This unfortunate news comes after the industry sources of DigiTimes reported that Qualcomm's next-generation 5G chipsets could be affected if Samsung doesn't improve its yields. While there are no specific pieces of information on what is the main cause of bad yields, there could be a plethora of reasons. From anything related to manufacturing equipment to silicon impurities. We don't know yet. We hope that Samsung can sort out these issues in time, so Qualcomm wouldn't need to reserve its orders at rival foundries and port the design to a new process.

AMD's top upcoming Socket AM4 desktop APU, the Ryzen 7 PRO 4750G, was put through Geekbench 5, as discovered by TUM_APISAK. The processor produced performance figures in the league of the popular Ryzen 7 3700X desktop processor. Both are 8-core/16-thread processors based on the "Zen 2" microarchitecture, but while the 3700X has additional L3 cache and added power budget for the CPU cores (as the processor completely lacks an iGPU); the PRO 4750G offers a Radeon Vega 8 iGPU with its engine clock above 2.00 GHz. Both chips were compared on Geekbench 5.2.2.

The single-core performance of both the PRO 4750G and 3700X are similar, with the PRO 4750G scoring 1239 points, and the 3700X scoring 1266 points. The 3700X has a slight upper hand with multi-core performance, with 9151 points compared to 8228 points of the PRO 4750G. This is attributable to the 3700X enjoying four times the L3 cache size. The Ryzen 7 PRO 4750G is expected to be the top desktop SKU based on the 7 nm "Renoir" silicon that features eight "Zen 2" CPU cores, and an iGPU based on the "Vega" graphics architecture, featuring 8 NGCUs amounting to 512 stream processors. The processor features AMD PRO feature-set that make it fit for use in commercial desktops in large business environments.

Apple has recently announced its transition from Intel-based Mac computers to custom Arm-based Apple silicon equipped Macs. The speculations for such transition have lasted a few years and we finally got that confirmation. So the question remains: who will manufacture Apple's custom processors for Arm-based Macs? The answer is pretty simple. It is TSMC who will again become Apple's main supplier of silicon. With its broad offerings of the latest silicon nodes, it was no brainer choice for Apple. Combined with the history of collaboration with Apple, TSMC was the only choice for new Apple silicon. Whatever the company will use the new 5 nm node or use the "old" 7 nm one, the question remains.

TSMC expects to see huge orders from Apple in the second half of 2021, for Apple silicon, so Apple will become perhaps the biggest customer of TSMC. It is also worth pointing out that Apple will be using ASMedia's USB controller for Arm-based Macs, as the original report suggests.