Technologies

Apple to Use New Chips Made in Arizona

«This is an incredibly significant moment,» said Apple CEO Tim Cook.

Apple will be using microchips produced by the Taiwan Semiconductor Manufacturing Co. factory based in Phoenix, CEO Tim Cook said Tuesday at the event for the facility’s upcoming expansion.

«Today is only the beginning,» Cook said. «Today we’re combining TSMC’s expertise with the unrivaled ingenuity of American workers. We are investing in a stronger, brighter future, we are planting our seed in the Arizona desert. And at Apple, we are proud to help nurture its growth.»

President Joe Biden and chief executives from AMD and Nvidia were also in attendance at the event.

«Apple had to buy all the advanced chips from overseas. Now they’re going to bring more of their supply chain home,» Biden said. «It could be a game-changer.»

TSMC is already building a chip fabrication plant, or fab, in the Arizona city — a $12 billion investment to make processors with the newer 5-nanometer manufacturing process it uses to make iPhone processors and other chips today. At a ceremony to mark the arrival of the first chipmaking equipment at the fab, it announced it’ll also make improved 4nm chips there and build a second fab to make significantly more advanced 3nm chips. The total investment: $40 billion.

The new chips won’t be powering next year’s iPhones, though, because building fabs takes a long time. TSMC broke ground on its 5nm fab in April 2021, and it won’t start producing chips until 2024. The newly announced 3nm fab won’t make chips until 2026.

Customers of TSMC currently rely on fabs in Taiwan, but modern fabs in the US could help ensure a US supply of processors too. More US chip manufacturing also can encourage a broader manufacturing ecosystem, including some business partners that supply chipmakers with equipment and materials and others that test, package and assemble chips after they’re made.

It’s unlikely the US will match the breadth of Asia’s electronics manufacturing anytime soon, but if politicians and businesses get their way, the semiconductor industry might avoid the fate of industries like steelmaking and textiles that largely vanished from the US.

Processors are critical to just about every modern product and industry, not just phones and laptops. They are used to control cars, refrigerators, military hardware, toys and power plants. A global chip shortage triggered by the COVID pandemic kept products like Ford F-150 pickups and Sony PlayStation 5 consoles out of customers’ hands and revealed just how vulnerable global supply chains are.

The TSMC expansion comes weeks after Micron’s $20 billion «megafab» investment in New York announced in October, which ultimately could reach $100 billion, and Intel’s announcement of $20 billion in two new fabs outside Columbus, Ohio, which also could reach $100 billion investment this decade.

More disruptions are possible. Russia’s invasion of Ukraine showed that political borders aren’t necessarily fixed. That has particular importance to Taiwan, the island nation that China claims as its own and that’s home to most of TSMC’s manufacturing.

All these forces combined to nudge Congress into passing the CHIPS and Science Act. It promises nearly $53 billion in subsidies for fabs, research into the semiconductor technology that underpins processors and spending to train future workers. And it’s a much more assertive industrial policy than the US had in the past, when most chipmaking moved overseas to its current stronghold in Asia.

«We saw during the pandemic that something that we took for granted, global supply chains, were actually a key vulnerability for economic and our national security,» Ronnie Chatterji, acting deputy director for industrial policy at the White House’s National Economic Council, said in a press briefing.

Biden lobbied for the CHIPS funding and has touted it often as a success in rebuilding US manufacturing abilities. The idea is to try to encourage private companies to make their own investments knowing they’ll find an economically favorable climate.

«This is a marked departure from the economic philosophy that has governed for much of the last 40 years in this country,» said Brian Deese, director of the National Economic Council. With the old strategy, «you said that government should get out of the way, cut taxes for large companies, cut regulations, and assume that the American economy and American families would benefit.»

The new policy can mean a subsidy of about $3 billion to boost fab construction that otherwise costs about $10 billion. That makes the US more competitive with Asian countries like Taiwan, South Korea and China, Intel CEO Pat Gelsinger has said. Intel has a major presence in Chandler, immediately next to Phoenix, and is building $20 billion in new fabs there.

TSMC’s Arizona fabs will employ about 10,000 people overall, 4,500 of them working directly for TSMC. In addition, building the fabs employs more than 10,000 construction workers, the company said.

In addition to the over 10,000 construction workers who helped with construction of the site, TSMC Arizona’s two fabs are expected to create an additional 10,000 high-paying high-tech jobs, including 4,500 direct TSMC jobs. When complete, TSMC Arizona’s two fabs will manufacture over 600,000 wafers per year, with the estimated end-product value of more than $40 billion.

One big fan of TSMC’s expansion is Nvidia, which relies on TSMC to manufacture its graphics chips and AI accelerators. «Bringing TSMC’s investment to the United States is a masterstroke and a game-changing development for the industry,» CEO Jensen Huang said in a statement.

Deese and Chatterjee stopped short of promising that the new investments would benefit from the CHIPS funding. Details of how to apply won’t even arrive until the first quarter of 2023. But they pointed to comments from chip manufacturing executives who touted the legislation as a reason for their US investments.

«The passage of the CHIPS and Science Act was absolutely critical in providing the long-term certainty for companies like TSMC to expand their footprint and really expand their investment commitment to the United States,» Deese said.

Technologies

Tariffs Explained: Latest on Trump’s Shifting Import Tax Plan, and What It Means

Technologies

Apple, I’m (Sky) Blue About Your iPhone 17 Air Color

Commentary: The rumored new hue of the iPhone 17 Air is more sky blah than sky blue.

I can’t help but feel blue about the latest rumor that Apple’s forthcoming iPhone 17 Air will take flight in a subtle, light-hued color called sky blue.

Sky blue isn’t a new color for Apple. It’s the featured shade of the current M4 MacBook Air, a shimmer of cerulean so subtle as to almost be missed. It’s silver left too close to an aquarium; silver that secretly likes to think it’s blue but doesn’t want everyone else to notice.

Do Apple employees get to go outside and see a real blue sky? It’s actually vivid, you can check for yourself. Perhaps the muted sky blue color reflects a Bay Area late winter/early spring frequent layer of clouds like we typically see here in Seattle.

«Who cares?» you might find yourself saying. «Everyone gets a case anyway.» I hear you and everyone else who’s told me that. But design-focused Apple is as obsessive about colors as they are about making their devices thinner. And I wonder if their heads are in the clouds about which hues adorn their pro products.

Making the case for a caseless color iPhone

I’m more invested in this conversation than most — I’m one of those freaks who doesn’t wrap my phone in a case. I find cases bulky and superfluous, and I like to be able to see Apple’s design work. Also, true story, I’ve broken my iPhone screen only twice: First when it was in a «bumper» that Apple sent free in response to the iPhone 4 you’re-holding-it-wrong Antennagate fiasco, and second when trying to take long exposure starry night photos using what I didn’t realize was a broken tripod mount. My one-week-old iPhone 13 Pro slipped sideways and landed screen-first on a pointy rock. A case wouldn’t have saved it.

My current model is an iPhone 16 Pro in black titanium — which I know seems like avoiding color entirely — but previously I’ve gone for colors like blue titanium and deep purple. I wanted to like deep purple the most but it came across as, in the words of Patrick Holland in his iPhone 14 Pro review, «a drab shade of gray or like Grimace purple,» depending on the light.

Pros can be bold, too

Maybe the issue is too many soft blues. Since the iPhone Pro age began with the iPhone 11 Pro, we’ve seen variations like blue titanium (iPhone 15 Pro), sierra blue (iPhone 13 Pro) and pacific blue (iPhone 12 Pro).

Pacific blue is the boldest of the bunch, if by bold you mean dark enough to discern from silver, but it’s also close enough to that year’s graphite color that seeing blue depends on the surrounding lighting. By comparison, the blue (just «blue») color of the iPhone 12 was unmistakably bright blue.

In fact, the non-Pro lines have embraced vibrant colors. It’s as if Apple is equating «pro» with «sophisticated,» as in «A real pro would never brandish something this garish.» I see this in the camera world all the time: If it’s not all-black, it’s not a «serious» camera.

And yet I know lots of pros who are not sophisticated — proudly so. People choose colors to express themselves, so forcing that idea of professionalism through color feels needlessly restrictive. A bright pink iPhone 16 might make you smile every time you pick it up but then frown because it doesn’t have a telephoto camera.

Color is also important because it can sway a purchase decision. «I would buy a sky blue iPhone yesterday,» my colleague Gael Cooper texted after the first rumor popped online. When each new generation of iPhones arrive, less technically different than the one before, a color you fall in love with can push you into trading in your perfectly-capable model for a new one.

And lest you think Apple should just stick with black and white for its professional phones: Do you mean black, jet black, space black, midnight black, black titanium, graphite or space gray? At least the lighter end of the spectrum has stuck to just white, white titanium and silver over the years.

Apple never got ahead by being beige

I’m sure Apple has reams of studies and customer feedback that support which colors make it to production each year. Like I said, Apple’s designers are obsessive (in a good way). And I must remind myself that a sky blue iPhone 17 Air is a rumored color on a rumored product so all the usual caveats apply.

But we’re talking about Apple here. The scrappy startup that spent more than any other company on business cards at the time because each one included the old six-color Apple logo. The company that not only shaped the first iMac like a tipped-over gumdrop, that not only made the case partially see-through but then made that cover brilliant Bondi blue.

Embrace the iPhone colors, Apple.

If that makes you nervous, don’t worry: Most people will put a case on it anyway.

Technologies

Astronomers Say There’s an Increased Possibility of Life on This Distant Planet

Using the James Webb Space Telescope, astronomers are working to confirm potential evidence of life on a distant exoplanet dubbed K2-18b.

Astronomers are nearing a statistically significant finding that could confirm the potential signs of life detected on the distant exoplanet K2-18b are no accident.

The team of astronomers, led by the University of Cambridge, used data from the James Webb Space Telescope (which has only been in use since the end of 2021) to detect chemical traces of dimethyl sulfide (DMS) and/or dimethyl disulfide (DMDS), which they say can only be produced by life such as phytoplankton in the sea.

According to the university, «the results are the strongest evidence yet that life may exist on a planet outside our solar system.»

The findings were published this week in the Astrophysical Journal Letters and point to the possibility of an ocean on this planet’s surface, which scientists have been hoping to discover for years. In the abstract for the paper, the team says, «The possibility of hycean worlds, with planet-wide oceans and H2-rich atmospheres, significantly expands and accelerates the search for habitable environments elsewhere.»

Not everyone agrees, however, that what the team found proves there’s life on the exoplanet.

Science writer and OpenMind Magazine founder Corey S. Powell posted about the findings on Bluesky, writing, «The potential discovery of alien life is so enticing that it drags even reputable outlets into running naive or outright misleading stories.» He added, «Here we go again with planet K2-18b.Um….there’s strong evidence of non-biological sources of the molecule DMS.»

K2-18b is 124 light-years away and much larger than Earth (more than eight times our mass), but smaller than Neptune. The search for signs of even basic life on a planet like this increases the chances that there are more planets like Earth that may be inhabitable, with temperatures and atmospheres that could sustain human-like lifeforms. The team behind the paper hopes that more study with the James Webb Space Telescope will help confirm their initial findings.

More research to do on finding life on K2-18b

The exoplanet K2-18b is not the only place where scientists are exploring the possibility of life, and this research is still an early step in the process, said Christopher Glein, a geochemist, planetary researcher and lead scientist at San Antonio’s Southwest Research Institute. Excitement over the significance of the research, he said, should be tempered.

«We need to be careful here,» Glein said. «It appears that there is something in the data that can’t be explained, and DMS/DMDS can provide an explanation. But this detection is stretching the limits of JWST’s capabilities.»

Glein added, «Further work is needed to test whether these molecules are actually present. We also need complementary research assessing the abiotic background on K2-18b and similar planets. That is, the chemistry that can occur in the absence of life in this potentially exotic environment. We might be seeing evidence of some cool chemistry rather than life.»

The TRAPPIST-1 planets, he said, are being researched as potentially habitable, as is LHS 1140b, which he said «is another astrobiologically significant exoplanet, which might be a massive ocean world.»

As for K2-18b, Glein said many more tests need to be performed before there’s consensus on life existing on it.

«Finding evidence of life is like prosecuting a case in the courtroom,» Glein said. «Multiple independent lines of evidence are needed to convince the jury, in this case the worldwide scientific community.» He added, «If this finding holds up, then that’s Step 1.»