Tagged: tsmc
iPhone 18 Pro starts at NT$44,900 in Taiwan and 1TB costs NT$13,000 more: is the 2nm A20 Pro really what you are paying for?
With reviews and teardowns now out, the side-by-side memory layout is physically confirmed, but the WMCM label and TSMC as the foundry still have no primary source. And the extra increase on the top storage tiers is not a difference in chip cost.
TSMC's 2nm is 3% of wafer revenue and will dilute 2H margins by 3-4 points: how a new node's J-curve actually works
TSMC guided Q3 gross margin down while raising its full-year growth outlook above 40%. Checked line by line against the primary filings, the story usually told about it — that the process is in trouble — does not match what TSMC says, though nothing rules yield out of the cost stack either.