TSMC won’t have to worry about finding additional customers for its 5nm line any time soon. If reports are true, Apple bought the entire production capacity for the iPhone, iPad, and other refreshed devices it has recently launched or will launch in the coming weeks. Apple hasn’t refreshed the iPhone yet this year, but it’s expected to do so in October, and the company has had a lock on TSMC’s 5nm production for months.
TSMC will build 5nm chips for the iPhone 12, iPad Air, 5G iPad Pro, and any future MacBook or iMac systems Apple launches with its own custom ARM silicon.
Not just MacBooks and iMacs. All Macs. They’re going to be busy.