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 2025. More …
A detailed look at the Apple-TSMC relationship: Apple's ...
1 day ago · SemiAnalysis: 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
A detailed look at the Apple-TSMC relationship: Apple's ...
10 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’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)
#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.
The 2nm Revolution: TSMC Ignites Volume Production as Apple ...
2 days ago · Conclusion: A New Standard for Excellence The commencement of 2nm volume production at TSMC is a defining moment for the technology industry in 2026. By successfully …
Apple secures over half of TSMC’s 2nm 2026 capacity, adopts ...
Sep 21, 2025 · TSMC is set to begin mass production of its 2nm process by the end of this year, with Apple already securing more than half of the 2026 capacity for the iPhone 18 series’ A20/A20 Pro …