ChipsAppleInsiderabout 3 hours ago
Kuo Doubts $1B Apple Chip Stockpile Rumor
1 min read
TF Securities analyst Ming-Chi Kuo disputes market rumors that TSMC holds a $1 billion stockpile of 2-nanometer Apple chips due to a DRAM shortage. Kuo cites intense Apple-TSMC planning as reason the claim is unlikely, despite TSMC's Q2 2026 earnings call mentioning increased inventory days.
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