A report from inside sources surfaced claiming that TSMC will remain Apple’s sole supplier of chips for this year’s iPhones. Last year, TSMC made all of Apple’s A12 Bionic chips and we expect the same for the 2019 iPhones too.
The new A13 chip will remain on the 7nm node but with enhanced EUV (Extreme Ultraviolet lithography). Production should kick off in the second quarter of 2019 if all goes to plan.
TSMC’s CEO said that 25% of the company’s revenue comes from the 7nm foundries and will probably continue to grow because of the increased demand in the HPC and automotive sectors. Despite that, the CEO expects modest growth in 2019 due to the lower smartphone demand in general.