TSMC headhunting in the NY area hints at where Apple will make its future mobile chipsets
TSMC keeps getting shy when asked whether it will be producing chips for Apple in the US, but its actions speak louder than words. The chip foundry has been headhunting around the Fishkill region in New York, and we already heard about Apple's mysterious "Project Azalea" that has been shopped also to Oregon, California and Texas.
Samsung's Texan facilities for the production of Apple chipsets. The Piper Jaffray analyst that informed his clients about the TSMC job fair in a research note, adds why the move makes sense for both parties:It is essentially a 3.2 million square feet fab that is likely to have TSMC as operator, reducing Cupertino's dependence on
Fishkill, N.Y. is the area where IBM's 20nm fabs are situated, so the Taiwanese will have plenty of talent and facilities to work with, and if the state government also chips in, pun not intended, we might see "made in the US by TSMC" stamp on Apple's future mobile silicon.