i Download Blog
Date: June 1, 2020
By: Christian Zibreg 

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading chip foundry that counts Apple as its #1 client, is investing a cool $12 billion in a manufacturing plant based in Arizona, its second US facility. Former Apple executive Jean-Louis Gassée in his Monday Note column analyzes the repercussion of the move and potential problems that it may solve.

In his piece published yesterday, titled “$12B TSMC US Plant: What Problem Does It Solve?”, Jean-Louis argues that TSMC’s announcement comes at an auspicious time and could trigger new speculation about “Made in USA” iPhones.

But first, a little backgrounder…    [FULL  STORY]