TSMC affected by an industrial incident: iPhones impacted?

In the south of the island, in Tainan, the Southern Taiwan Science Park is a very classic activity park. The difference is that two major Apple subcontractors are involved. The first isInnoLux, already noticed at the helm of mini LED screensenthroned at the front of the fifth generation 12.9-inch iPad Pro with M1 processor. As for the second, it is neither more nor less than TSMC.

Manufacturer of the chips found in Apple's computers, tablets and smartphones, the company is particularly renowned for the significant volumes that its factories are capable of delivering. We are talking here about tens of millions of units per quarter, in order to keep up with the frantic pace of the Apple brand's record sales confirmed by a second quarter of 2021 at the top. But the next one could prove more difficult, following an accident in the service provider's factory located at the science park.

Contamination causing the problem

According toNikkei Asia, a magazine closely followed by many investors, the “more important” factory of the Taiwan Semiconductor Manufacturing Company would have indeed been victim of the propagation of a gas whose composition is still unknown to the media to this day. This would have thus infiltrated parts where the iPhone processors are assembled, and therefore potentially the A15 which should power future models.

Where the concern risks growing is that the Fab building. 18 where the mishap took place is also the best equipped and the most advanced - technologically speaking - in the TSMC arsenal. Capable of engraving circuits with a precision of five nanometers, these are the robots that are hidden behindthe silicon program arrived on Macs during the 2020 Worldwide Developer Conference. Cost of investment: seventeen billion dollars.

Quickly” mastered

According to TSMC, which was able to communicate with the media reporting the affair, the gases in question would have been delivered by another company before finally being replaced by healthy equipment. Employees who left work at the end of the day should even have been called back urgently to participate in the operation. What's more, quality controls for production lines would ensure that their final result meets customer expectations. No worries for Apple, therefore, and apparently no slowdown to be expected either.

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By : Keleops AG