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)
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
A detailed look at the Apple-TSMC relationship: Apple's ...
17 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 …
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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.
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 …
Annual Global IC Fabs And Facilities Report
5 days ago · Companies and governments invested heavily in onshoring fabs and facilities over the past 12 months as tariffs threatened to upset the global supply chain.