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Kuo pours water on rumor of $1B Apple chip stockpile at TSMC

Market rumors claim TSMC is holding onto a billion-dollar stockpile of Apple chips due to not having enough memory to complete packaging. However, a prominent analyst doubts it to be the case.

Close-up of an Apple A20 processor chip on a dark circuit board, showing the Apple logo and A20 label surrounded by intricate electronic components and connections
TSMC is the chip foundry responsible for the upcoming A20

The persisting memory supply crisis has caused problems with the supply chain, in both sourcing chips for products and in paying high prices for them too. While there is certainly a crisis at hand, not every major supply chain-related claim will be completely true.

On August 10, TF Securities analyst Ming-Chi Kuo wrote about market rumors that TSMC had a stockpile of 2-nanometer chips made for Apple. Valued at $1 billion, the pile was supposedly made of processor wafers for semi-finished products.

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