Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Which Apple Inc. (AAPL) Supply Chain Rumor Should You Believe? – Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (TSM)

There’s even a possibility that the two have now quietly hooked up. Apple has nonchalantly upgraded its Apple TV set-top box, and the improvements are all internal. Interestingly, the A5 processor found inside the new models is slightly smaller than the ones found in previous generations. That points to a die shrink, possibly to TSMC’s 28-nanometer manufacturing node. We’ll have to wait for deeper analysis before knowing where these newer, smaller A5 processors came from.

TMSC adding to its ranks could still mean increased activity related to Apple devices, either directly or indirectly.

The ugly news
Ultimately, supply chain rumors are just that: rumors. Investors have been warned time and time again not to pay too much attention to such speculation. While supply chain rumors can help add some perspective to what may possibly be happening behind the scenes, investors would be mistaken to make buy or sell decisions based solely on them. That’s what long-term fundamentals are for.

The article Which Apple Supply Chain Rumor Should You Believe? originally appeared on and is written by Evan Niu, CFA.

Fool contributor Evan Niu, CFA, owns shares of Apple and Qualcomm. The Motley Fool recommends Apple. The Motley Fool owns shares of Apple and Qualcomm.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.