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http://seekingalpha.com/article/3747236-the-apple-tsmc-partnership-bears-surprising-fruit-in-china
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The Apple/TSMC Partnership Bears Surprising Fruit - In China
Dec. 10, 2015 10:55 AM ET | About: Taiwan Semiconductor Manufacturing Company Ltd. (TSM), Includes: AAPL, SSNLF
Disclosure: I am/we are long AAPL. (More...)
Summary
TSMC's announcement of a new chip production facility in China is a surprise, given that the project was on hold as of October.
I believe the decision to go ahead with the plant stems from the need to expand production as a result of its supplier relationship with Apple.
The plant is indirect confirmation that TSMC is elbowing Samsung aside to become a sole source for Apple's custom systems on chip.
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) announced on December 7 its intention to build a new wafer fab on mainland China. Investing in the plant represents a statement of confidence in TSMC's future growth, a confidence that probably stems from a strengthening supplier relationship with Apple (NASDAQ:AAPL).
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