Since TSM is up 2% when the sox and all the chip stocks are down 1-4% today, I suppose the chatter is valid that TSM has some kind of deal or partnership going with AAPL. It makes sense for the A5 chip, but is there more to it? The A5 mfg. at TSM information has been around about a month (or more?).
Not much of a rumor anymore about the A5 and TSM. Whether TSM has the best yielding 40 nm process as alleged, I guarantee AAPL would not make such a move for the A5 if TSM did not have the lowest power A5 chip also. Samsung could make the A5 any price it wants, but Samsung's process could not change enough to lower the power dissipation of the A5.