A detailed look at the Apple-TSMC relationship: Apple's ...
20 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: …
Apple-TSMC: The Partnership That Built Modern Semiconductors
3 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 …
Apple’s annual spend at TSMC rose 12x, from $2B in 2014 to ...
1 day ago · Technology Apple’s annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and as soon as made up 25% of TSMC’s income (SemiAnalysis) January 11, 2026 2 …
#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. 2.
Apple Reportedly Booked Majority Of TSMC's 2nm Chip Capacity ...
Sep 20, 2025 · Only, you're probably not getting in at TSMC, either, because as it turns out, Apple has locked up fully half (and potentially more) of TSMC's 2nm production capacity. Let's back …
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 Secures Half of TSMC's 2nm Production Capacity for ...
Aug 28, 2025 · TSMC's 2nm process promises a major leap forward from current 3nm technology, with up to 15% faster performance and 30% better power efficiency compared to the A19 …