John Martellaro and Charlotte Henry join host Kelly Guimont to discuss humans beating robots at manufacturing, and a peek at iOS 14.
Taiwan Semiconductor Manufacturing Co. (TSMC) is planning to spend US$12 billion to build a chip factory in Arizona.
Apple released its 2020 Supplier Responsibility report today. It includes a letter from Sabih Khan, Apple’s Senior Vice President of Operations.
Officials at the White House are reportedly in talks with Intel and TSMC to build semiconductor facilities in the United States.
U.S. tech companies and the government have been trying to reduce the country’s dependence on chip factories in Asia for years, underscored by national security concerns […]
In an April 28 letter obtained by the WSJ, Intel CEO Bob Swan told Defense Department that the company is willing to build a commercial foundry in partnership with the Pentagon “given the uncertainty created by the current geopolitical situation.”
The newspaper reports that TSMC has been in talks with Commerce and Defense department officials and Apple, one of the biggest clients, about building a semiconductor factory in the U.S.
Corporations have spent the last 30 or so years moving manufacturing to China in search of cheap labor. Did they not expect China to start competing with them?
Apple supply chain analyst Ming-Chi-Kuo says that the Coronavirus is a threat to Apple’s business since much of it is based on China.
Two Chinese companies, Luxshare Precision and Goertek, are seeking funding to expand AirPods production to Vietnam.
Andrew Orr and Charlotte Henry join host Kelly Guimont to discuss Apple’s Austin expansion and 100cameras using iPhones to teach photography.
Construction has officially started on the Austin, Texas Apple campus which is expected to open in 2022 to manufacture Mac Pros.
President Trump tours Texas at an Apple facility in Texas along with Apple CEO Tim Cook as soon as next week, although no official announcement has been made.
Foxconn promised it would build five centers in Wisconsin that would each bring 100-200 jobs. But now it says they aren’t being developed.
Charlotte Henry and Andrew Orr join host Kelly Guimont to discuss the Mac Pro’s US-based manufacturing, and Oprah’s book club selection (don’t call it a comeback).
Despite news in the past saying Apple was moving Mac Pro manufacturing to China, today a report says it will stay in Texas.
Apple said today it will use recycled rare earth materials in the Taptic Engine of the new iPhone 11 models.
GlobalFoundries accused TSMC of patent infringement involving 16 patents. Apple is cited in three of them.
Andrew Orr and Charlotte Henry join host Kelly Guimont to talk about RESOLVE and Salmon Gold, and when gift cards go wrong.
Due to the trade war between the United States and China, companies are looking to put their eggs into more baskets. Vietnam could be one of them.
Apple has homed in on Vietnam and India as it intensifies its search for ways to diversify its supply chain. Nintendo has accelerated a shift in the production of its Switch console to Vietnam from China, according to Panjiva, a supply chain research firm. The Taiwanese electronics behemoth Foxconn, a major assembler of iPhones, said in January that it had acquired land-use rights in Vietnam and had pumped $200 million into an Indian subsidiary. Other Taiwanese and Chinese partners to Apple have indicated that they are considering ramping up operations in Vietnam as well.
Rumor has it that Apple’s supplier TSMC could move to a 5-nanometer process for its chip manufacturing on 2020 iPhones.
The cost of flash storage could increase in the future due to a power outage in Japan. Western Digital and Toshiba were affected.
Apple’s 2019 Mac Pro production will be moved to China. Quanta Computer Inc will be the contractor.
Jason Dedrick, Greg Linden, and Kenneth L. Kraemer broke down the cost of the iPhone and showed how China doesn’t get as much value from iPhone exports as we think.
So what about all of those famous factories in China with millions of workers making iPhones? The companies that own those factories, including Foxconn, are all based in Taiwan. Of the factory-cost estimate of $237.45 from IHS Markit at the time the iPhone 7 was released in late 2016, we calculate that all that’s earned in China is about $8.46, or 3.6% of the total. That includes a battery supplied by a Chinese company and the labor used for assembly.