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  • TSMC’s new plan might hurt U.S.-Made Apple Chips

    TSMC’s new plan might hurt U.S.-Made Apple Chips

    TSMC’s recent $100 billion promise to boost its U.S. operations grabbed attention, but it left out key details—like whether this cash is really new or just old promises repackaged. Even more surprising, some experts think this move could actually slow down efforts to make Apple chips in America. Here’s why.

    Where Things Started

    Back in 2022, Apple shared exciting news: it wanted chips stamped “Made in the USA.” This tied into the U.S. CHIPS Act, a big push to bring tech jobs home. TSMC stepped up, planning factories in Arizona. Some of those chips were meant for older Apple gadgets.

    But the road’s been bumpy. The first factory was supposed to start cranking out chips last year, but that got delayed to 2024. People also wondered if raw chips made in the U.S. would still need to zip back to Taiwan for finishing touches—something called “packaging.” Plus, there were grumbles about jobs. TSMC brought in many workers from Taiwan, sparking claims it wasn’t fully supporting American workers.

    What’s Up with the $100 Billion?

    The Trump team hyped up this $100 billion plan before TSMC even confirmed it, making it sound fresh. But since Arizona factories were always part of the vision, it’s hard to tell if this is extra money or just the same budget with a new label.

    One fresh twist? TSMC now says it’ll build U.S. packaging plants. Before, they planned to hand that job to another company, Amkor. This might just mean shifting work around in the U.S., not adding much new.

    A Setback for Apple Chips?

    Here’s the catch: Apple needs cutting-edge chips, and TSMC’s best tech stays in Taiwan. The U.S. plants were already set to make older-style chips, lagging behind Taiwan’s top factories. Now, analyst Ming-Chi Kuo says this new deal scraps one of the more advanced U.S. plants. Instead, TSMC’s adding a packaging site and a research hub.

    That could mean fewer chips for even Apple’s older devices. Kuo also warns the $100 billion isn’t locked in—it’s “flexible,” so TSMC might adjust based on how things go. In short, this big announcement might sound great, but it could leave U.S.-made Apple chips stuck in the past.

  • UK demands Apple create Global encryption backdoor

    UK demands Apple create Global encryption backdoor

    The British government has quietly asked Apple to give it full access to every user’s encrypted data stored in the cloud, according to The Washington Post. This secret directive reportedly came last month, compelling Apple to design a backdoor allowing UK security agencies to access encrypted user data around the world. This is a demand that has never been made in any other democratic nation.

    The order was delivered via a “technical capability notice” under the UK’s 2016 Investigatory Powers Act (IPA), which critics call the “Snooper’s Charter.” This law allows law enforcement to force companies to assist in gathering evidence.

    Apple has not commented on this issue. The law makes it illegal for Apple to even acknowledge such a demand from the government. Similarly, the Home Office declined to confirm or deny the existence of such notices, stating it does not discuss operational details.

    A consultant who advises the US on encryption issues said Apple would not be able to inform users that their encryption is no longer secure. A former White House security advisor verified the UK’s order.

    Apple Might Stop UK iCloud Services Over Privacy Concerns

    There’s talk that Apple might pull its encrypted storage service from the UK rather than weaken the privacy promises it made to its users. However, this wouldn’t stop the UK from accessing the service in other countries. Apple has hinted before that it might withdraw services like FaceTime and iMessage from the UK if privacy is compromised. Apple’s Advanced Data Protection, introduced in 2022, allows users to encrypt additional data categories like Photos and Notes, keeping them private even from Apple.

    Google, on the other hand, has made encryption standard for Android backups since 2018. When asked if any government had asked for a backdoor, Google responded that they can’t access encrypted backup data, even with a legal order.

    How to Secure Your iCloud Data

    The IPA was revised in 2023 to let the Home Office potentially ban certain encrypted services. Apple criticized these changes as excessive government control, suggesting they could prevent new security features from being offered globally.

    Apple CEO Tim Cook has always argued against providing backdoors, stating it would invite criminals to access user data. Cybersecurity experts agree, warning that any backdoor could be exploited. Apple’s resistance was notable in 2016 when they fought and won against a US order to unlock an iPhone.

    With increasing cyber threats from state actors, like those from China, US officials are now more focused on cybersecurity than ever, promoting encryption to protect communications. Privacy advocates, like Big Brother Watch, argue that such measures won’t make the UK safer and will instead undermine basic rights and freedoms.

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  • From Taiwan to the Desert: Apple’s chips find a new home in Arizona

    From Taiwan to the Desert: Apple’s chips find a new home in Arizona

    For years, the intricate dance of microchip manufacturing has played out largely overseas, a complex global ballet involving specialized factories and intricate supply chains. But the landscape is shifting, and a significant new act is unfolding in the Arizona desert.

    Recent reports indicate that Apple has begun manufacturing its sophisticated S9 chip, the powerhouse behind the Apple Watch, on American soil for the very first time. This move marks a pivotal moment, not just for Apple, but for the broader semiconductor industry in the United States.   

    The news centers around TSMC’s advanced Fab 21 plant near Phoenix. TSMC, the Taiwanese Semiconductor Manufacturing Company, is a global giant in chip production, and their Arizona facility represents a major strategic expansion beyond their home base. This plant, already producing the A16 Bionic chip that powers certain iPhone models, has now added the S9 to its repertoire.  

    The S9 chip, which debuted in the Apple Watch Series 9 and continues to drive the Apple Watch Ultra 2, is a marvel of miniaturization. It’s a System-in-Package (SiP), meaning multiple components are integrated into a single, compact unit. This intricate design, based on processing features derived from the A16, demands cutting-edge manufacturing processes.

    Both the A16 and the S9 are built using TSMC’s 4-nanometer process technology, often referred to simply as “N4.” This shared technological foundation is key to understanding the recent shift in production. The fact that both chips utilize the same advanced technology has enabled TSMC to efficiently adapt its Arizona production line to accommodate the S9 alongside the A16. It’s like a well-oiled machine, smoothly transitioning to produce a similar, yet distinct, product.  

    This development signifies more than just a change in location. It reflects a broader trend of bringing semiconductor manufacturing back to the United States. The strategic importance of domestic chip production has become increasingly clear in recent years, particularly in light of global supply chain disruptions and geopolitical considerations. Having a domestic source for these critical components reduces reliance on overseas production and strengthens national technological independence.  

    The TSMC Arizona facility is still relatively young, with production capacity in its early stages. The current phase of operation, known as Phase 1A, has a monthly output of approximately 10,000 wafers. These wafers, the raw material for chip production, are shared between Apple’s A16 and S9 chips, as well as other clients like AMD.

    Each wafer can yield hundreds of individual chips, depending on factors like chip size, design complexity, and overall production efficiency. Imagine these wafers as large sheets of silicon, meticulously etched with intricate circuits to create the tiny processors that power our devices.

    The next phase of development, Phase 1B, is expected to significantly boost the facility’s capacity. Projections indicate a doubling of output to 24,000 wafers per month. This expansion represents a substantial investment in American manufacturing and a commitment to growing the domestic semiconductor industry.

    The production of Apple’s S9 chip in Arizona is a significant milestone. It’s a testament to the advancements in American manufacturing capabilities and a sign of things to come. This move not only strengthens Apple’s supply chain but also contributes to the revitalization of the U.S. semiconductor sector, bringing high-tech jobs and expertise to American soil. It’s a story of innovation, strategic planning, and the ongoing evolution of the global technology landscape, playing out in the heart of the Arizona desert.

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