Regarding market rumors that the A20 Pro processor produced by TSMC (TSM.US) for Apple (AAPL.US) using the 2-nm/ N2 process could not complete final packaging, Ming-Chi Kuo, a reputable Apple analyst at TF International Securities, said industry checks confirmed that Apple has indeed lowered shipment plans for some hardware products this year owing to memory shortages, but this does not mean the supply chain has fallen into a passive situation of "producing first and waiting for materials later".

He explained that Apple's supply chain management follows a strict "material-driven production" principle, usually planning processor production schedules at TSMC at least three months in advance, rather than allowing TSMC to mass produce processor work-in-progress inventory, namely semi-finished wafers, ahead of time. However, this does not mean TSMC will never produce in advance and maintain a certain level of semi-finished inventory.
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AASTOCKS Financial News
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