A detailed look at the Apple-TSMC relationship: Apple's ...
10 hours ago · China releases draft guidelines for governing online personal data collection, open for public consultation amid privacy concerns and companies' data misuse SemiAnalysis: A detailed …
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 …
Apple-TSMC: The Partnership That Built Modern Semiconductors
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 from 9% of TSMC revenue to …
[News] TSMC Reportedly Suspends New 3nm Kick-offs, Steers ...
4 days ago · TSMC recently announced the successful mass production of its 2nm process, while industry rumors suggest the company has put new 3nm projects on hold. According to Commercial …
Apple reserves over 50% of TSMC 2nm capacity for 2026
Nov 12, 2025 · Apple has secured over half of TSMC’s 2-nanometer capacity for 2026 in Taiwan, responding to intensifying chip demand through early
Techmeme: Walmart to expand Wing, Alphabet's on-demand drone ...
8 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 — Wafer Demand …
Manish Godara’s Post
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 striking is ...