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Open Categories Menu Broadcom rumored to place ‘rush orders’ with TSMC for iPhone 5 parts
- 17 September, 2011 -
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Apple supplier Broadcom has been pegged as the most likely customer to have given Taiwan Semiconductor Manufacturing Co. a boost through a recent batch of “rush orders,” with some analysts suggesting that the last-minute orders are for the next-generation iPhone.
TSMC revealed this week that rush orders from customers may cause it to exceed the guidance it gave in July. Sources quickly speculated that the orders had been placed by the foundry’s fabless clients, such as Qualcomm, Broadcom, MediaTek and MStar Semiconductor.
According to a new analysis from Bloomberg, Broadcom is the most likely choice because other large TSMC clients have recently disclosed disappointing results and lowered forecasts. Chipmakers such as Texas Instruments and Altera have reduced estimates due to flagging economic growth, but Broadcom reaffirmed its third-quarter forecast this week.
“Broadcom is the largest link between Apple and Taiwan Semiconductor,” said Richard Davenport, a Bloomberg supply chain analyst. “Broadcom appears to be a likely candidate for Taiwan Semiconductor’s rush orders.”
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