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 …
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’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 ...
19 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 #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 Secures Half of TSMC's 2nm Production Capacity for ...
Aug 28, 2025 · Apple has ordered almost half of TSMC's initial 2nm production capacity for the iPhone 18 as the pure foundry begins mass production of its next-generation chip process.
TSMC To Begin Full-Scale Production Of 2nm Wafers By Q4 2025 ...
Aug 27, 2025 · Both Qualcomm and Apple are said to be the biggest customers of TSMC’s 2nm technology, with mass production expected to kick off from the fourth quarter of 2025