Kuo pours water on rumor of $1B Apple chip stockpile at TSMC
Market rumors claim TSMC is holding onto a billion-dollar stockpile of Apple chips due to not having enough memory to complete packaging. However, a prominent analyst doubts it to be the case. TSMC is the chip foundry responsible for the upcoming A20 The persisting memory supply crisis has caused problems with the supply chain, in both sourcing chips for products and in paying high prices for…
Market rumors have surfaced suggesting that TSMC is holding a billion-dollar stockpile of Apple chips due to a lack of memory for packaging. However, a prominent analyst from AppleInsider, Ming-Chi Kuo, has poured cold water on this claim, suggesting that the claim may not be accurate. The ongoing memory supply crisis has caused issues in the supply chain, affecting both the sourcing of chips for products and the high prices paid for them.
While the memory supply crisis is indeed a real issue, Kuo's statement indicates that not every major supply chain-related claim can be taken at face value.
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