{"id":46385,"date":"2025-01-09T14:15:26","date_gmt":"2025-01-09T19:15:26","guid":{"rendered":"https:\/\/mjtsai.com\/blog\/?p=46385"},"modified":"2025-01-09T14:15:26","modified_gmt":"2025-01-09T19:15:26","slug":"making-apple-s9-and-a16-in-arizona","status":"publish","type":"post","link":"https:\/\/mjtsai.com\/blog\/2025\/01\/09\/making-apple-s9-and-a16-in-arizona\/","title":{"rendered":"Making Apple S9 and A16 in Arizona"},"content":{"rendered":"

Tim Culpan<\/a>:<\/p>\n

TSMC Arizona has picked up a second Apple product. In addition to the A16 processor for iPhones, which I shared with you in September<\/a>, the fab is now producing SiPs (Systems-in-Package) for the Apple Watch, according to my sources. This product is believed to be the S9 SiP (I’ll be honest, I am a little unclear on this, but I’m 99% sure it’s the S9). Recall that TSMC Arizona is manufacturing at N4 (part of the N5-family of process nodes) while the S9 is made in Taiwan at N4 and is a derivation of the A16<\/a>, so this would make sense.<\/p><\/blockquote>\n

Note that both of these are previous-generation chips.<\/p>\n\n

Via Ryan Christoffel<\/a> (MacRumors<\/a>):<\/p>\n

\n

Trump’s administration is expected to impose strict tariffs on products being brought into the US from overseas, but Apple hopes<\/a> to largely be exempt from any such financial burdens.<\/p>\n<\/blockquote>\n\n

Mike Piatek-Jimenez<\/a>:<\/p>\n

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The news that Apple is going to start manufacturing the S9 SIP in the U.S. is also likely an attempt to dodge the ITC import ban for the O2 monitoring feature.<\/p>\n<\/blockquote>\n\n

Previously:<\/p>\n