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  1. 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 …

  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

  3. Apple-TSMC: The Partnership That Built Modern Semiconductors ...

    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 ...

  4. Investors - Taiwan Semiconductor Manufacturing Company Limited

    TSMC (TWSE: 2330, NYSE: TSM) created the semiconductor Dedicated IC Foundry business model when it was founded in 1987.TSMC served about 465 customers and manufactured more than 9,920 …

  5. A detailed look at the Apple-TSMC relationship: Apple's ...

    18 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 …

  6. 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 commitments and close coordination on …

  7. Apple's 'Made in America' Chips Closer to Reality with TSMC Push

    Jul 17, 2025 · Taiwan Semiconductor Manufacturing Co. (TSMC) is accelerating construction of its second and third plants in Arizona, bringing more advanced chip production to the U.S. sooner than …