Apple-TSMC: The Partnership That Built Modern Semiconductors
2 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 …
Apple’s annual spend at TSMC rose 12x, from $2B in 2014 to ...
16 hours 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 Min Read
A detailed look at the Apple-TSMC relationship: Apple's ...
2 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 #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
2 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 from 9% of …
TSMC - Wikipedia
TSMC constitutes about 30 percent of the Taiwan Stock Exchange 's main index. [13][14] Taiwan Semiconductor Manufacturing Company (TSMC) was established in 1987 as a joint venture between …
How TSMC's 2nm Roadmap Is Redefining Compute Power
Aug 6, 2025 · TSMC, which is already the world's top foundry, now plays a keystone role in sovereign compute strategy. Its roadmap, client alignment, and packaging capacity are determining who can …