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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 Fool.com 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.

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