A report today from Reuters says Apple is likely to move production of their upcoming 14-nanometer A-Series processors away from TSMC and toward Samsung in 2015.
In a note to clients from KGI Securities analyst Michael Liu said Apple and Qualcomm will likely buy a larger proportion of 14-nanometer smartphone chips from Samsung rather than TSMC beginning in the second half of 2015
The chips Liu is referring to are likely the A9 chips that are expected power Apple’s next-generation devices in late 2015. Liu did not detail the source of the information in the note.
Ob Thursday, The Commercial Times said Qualcomm is already working with Samsung to develop the chips. The Economic Daily News also chimed in, saying Qualcomm had placed orders with Samsung.
The reports sent TSMC shares sliding, falling as much as 5.75% in Thursday trading.
Of course, this all just speculation, as we haven’t even seen Apple’s 2014 products yet.
A report earlier this month indicated the TSMC had already begun shipping A-Series chips to Apple in Q2 of 2014. Indicating that Apple was moving away from frenemy Samsung as a supplier for the A-Series chips.