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 …
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
#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.
Weekly: Nvidia's next-generation Rubin chips
3 days ago · Apple’s A8 chip launched in 2014, and TSMC never looked back. Apple’s annual spend at TSMC grew from $2B in 2014 to $24B in 2025. That is 12x in 12 years. Apple went …
Apple Set to Take Nearly Half of TSMC’s 2nm Chip Production ...
Aug 28, 2025 · TSMC is reportedly set to begin mass production of 2-nanometer chips in late 2025, with capacity at its Baoshan and Kaohsiung plants expected to remain fully utilised …
[News] TSMC Reportedly Notifies Clients of 8–10% Sub-5nm Hike ...
Nov 7, 2025 · Apple is expected to take one of the hardest hits, as the hike will reportedly apply to its entire lineup — from the A16, A17, A18, and A19 mobile chips to the M3, M4, and M5 …