Shein Scales Back Vietnam Operations as US Trade Rules Shift 
DeepSeek to Raise AI API Prices as Demand for New Models Surges 
OpenAI Executive Brad Lightcap to Leave for New AI Venture 
Berkshire Hathaway Cash Falls as Abel Boosts Stock Buybacks 
SK Hynix, Samsung Lead Asian Chip Stock Selloff After Sandisk, Western Digital Outlook 
Sanrio Shares Plunge as Q1 Profit Miss Overshadows Strong Sales 
Trump Media Says Truth API Draws 10+ Customers as Conflict Concerns Grow 
Anthropic Signs $9.1B AI Data Center Deal With Riot Platforms 
Treasury Wine Estates Shares Jump as U.S. Overhaul Lifts FY2026 Outlook 
Sony, TSMC Eye $6.3 Billion Japan Chip Venture for Next-Gen Image Sensors 
Nvidia Secures $500 Billion AI Infrastructure Push With Wall Street Giants 
Daimler Truck Q2 Profit Falls 18%, 2026 Outlook Raised 
SEC Clears Path for Data Center Securitizations as AI Financing Demand Surges 
Infineon Raises 2026 Revenue Outlook as AI Data Center Demand Fuels Record Quarterly Sales 
SK Hynix Bonus Dispute Deepens as Union Rejects Stock-Based Payout Proposal 
Apple Tests China’s CXMT Memory Chips for iPhones and MacBooks Amid AI Supply Crunch 
TSMC will start trial production of 2nm chips at its Baoshan plant next week, with plans to integrate these advanced semiconductors into Apple's iPhone 17 and M5 chip.
Apple Targets iPhone 17 with 2nm Chipsets
According to ET News, TSMC, an Apple supplier, will start producing 2nm process chips in its Baoshan plant in northern Taiwan next week for testing purposes.
The testing phase's equipment and components were brought to the facility in the second quarter, and it already holds them.
Next year, Apple intends to use 2nm semiconductors in its products; the iPhone 17 series may be the first to include the cutting-edge chipsets. If you are unaware, the 2nm technology will enable a greater density of transistors in a smaller area, leading to more efficient use of power and quicker data transfers.
M5 Chip to Enhance Battery and Performance
Notebooks and iPads would benefit greatly from the M5 chip's reduced battery usage and improved performance capabilities over the M4 chip.
When compared to existing devices based on a 3nm node, WCCFTECH predicts a performance boost of 10–15% and a power reduction of up to 30%. The A18 Pro chip in the iPhone 17 Pro series is expected to offer similar performance enhancements.
Please be patient as TSMC processes these chips; they are still in the early stages of testing. Plans from the supplier are now on track, but there is a chance of a delay if there are problems with the chips or the manufacturing process.
These may lead to Apple experiencing supply restrictions, which could result in a few weeks or months of product delays.
TSMC's Revenue Tied to Apple's 2nm Chip Orders
According to early sources, the chip provider is aiming to achieve steady yields before beginning mass production next year, and TSMC intends to do the same.
The long term would be favorable for TSMC since higher yields would result in better supplies for Apple and on-time delivery. Additionally, the iPhone maker isn't the only supplier that TSMC has to control.
The supplier has a lot riding on Apple's decision to limit orders of 2nm chips since the company is TSMC's most valuable customer and a key source of revenue.
