A detailed look at the Apple-TSMC relationship: Apple's ...
4 hours ago · A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue X: @arronwei3n
Apple-TSMC: The Partnership That Built Modern Semiconductors
2 days ago · Apple’s annual spend at TSMC grew from $2B in 2014 to $24B in 2025. That is 12x in 12 years. Apple went from 9% of TSMC revenue to 25% at its peak and settled to 20% in 2025. More …
#apple #tsmc #semiconductors #apple #tsmc #chipindustry # ...
Anchor Tenant Economics: Apple’s annual spend at TSMC ballooned from $2B (2014) to ~$24B (2025) — funding yield learning curves and de-risking multi-node capex.
Apple Expands US Manufacturing with TSMC and Amkor in Arizona
Oct 4, 2024 · Apple is getting into U.S. chip manufacturing with a new collaboration between its primary chip supplier, TSMC, and packaging company Amkor. On Thursday, the two companies agreed to …
Apple reserves over 50% of TSMC 2nm capacity for 2026
Nov 12, 2025 · Apple intends to deploy TSMC’s 2nm process for several 2026 products, including A20 chips for the iPhone 18 series, M6 processors for MacBook models, and R2 chips for the Vision Pro …
Apple to secure nearly half of TSMC’s 2nm production (report)
Aug 27, 2025 · According to the latest rumors, Apple is slated to use TSMC’s 2nm process for its upcoming A20 chip, expected to power the iPhone 18 series. Now, a new report details the …
Apple Set to Take Nearly Half of TSMC’s 2nm Chip Production ...
Aug 28, 2025 · Apple is said to have secured nearly half of the output, making it TSMC’s top customer, while Qualcomm ranks second. Other initial adopters of the process include AMD, Broadcom, Intel, …