Bearish
TSMC's stock drops 0.96% to $426.35 amid global DRAM shortage affecting Apple chips.
TSMC's stock declined by 0.96% to $426.35, influenced by a global DRAM shortage impacting Apple chip production. Approximately $1 billion worth of completed Apple A20 Pro chips are awaiting DRAM delivery, delaying their progression to final assembly. This bottleneck is due to Apple's strategic switch to TSMC’s Wafer-Level Multi-Chip Module (WMCM) process, which integrates logic and DRAM at the wafer level, requiring DRAM upfront. The global LPDDR5X memory shortage, driven by AI infrastructure demand, has strained supply, potentially leading to thinner initial inventory and extended delivery timelines for the upcoming iPhone 18 Pro.
Key points
- TSMC's stock declines 0.96% to $426.35 amid DRAM shortage affecting Apple chips.
- TSMC's Arizona facility begins production with a 4 nm process, scaling up to 30,000 wafers per month.
- TSMC's Fab 25 in Taiwan is developing a 1.4 nm hub, with risk production expected by late 2027.
Sources
AI-generated from public news sources. Not financial advice.
