House of T, January 9 news, news source Tim Culpan (Tim Culpan) published a blog post yesterday (January 8), reporting that TSMC Arizona factory (Fab 21) has obtained new product orders from Apple, in addition to producing A16 chips for iPhone, It is also producing a SiP chip (Systems-in-Package) for the Apple Watch, believed to be the S9 SiP chip.
The factory began producing A16 Bionic chips for the iPhone 15 and iPhone 15 Plus in September 2024, and the S9 SiP, which is also based on the A16 chip, debuted in 2023. Released with the Apple Watch Series 9 smartwatch.
Both the S9 and A16 use TSMC's 4-nanometer process technology (" N4 "), which is the same technical basis for both chips, allowing TSMC to efficiently adapt its Arizona production line to produce both the S9 and A16.
Note: Although Apple has now discontinued the Apple Watch Series 9, the Apple Watch Ultra 2 released at the same time still uses the chip.
The source said that the Arizona plant is an important semiconductor manufacturing base for TSMC, but its capacity is still in the early stages. The current operating phase (Phase 1 A) has a monthly production capacity of approximately 10,000 wafers. These wafers are used to produce Apple's A16 and S9 chips, as well as products from other customers such as AMD. The first phase, Phase B, is expected to be completed in early 2025, when the plant's capacity will double to 24,000 wafers per month.