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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 TSMC's revenue — …

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

    10 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

  4. 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)

  5. #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.

  6. 5.1.1 Business Scope As the founder and a leader of the dedicated semiconductor foundry segment, TSMC provides a full range of integrated semiconductor foundry services including leading advanced …

  7. 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 …