Apple forced to ‘fight’ for chip capacity, pay higher TSMC ...
22 hours ago · That wasn’t the worst news, my sources tell me. Apple, which once held a dominant position on TSMC’s customer list, now needs to fight for production capacity.
Apple Loses Priority: The iPhone Maker Faces Higher Prices ...
20 hours ago · The news that Apple is "fighting" for capacity at TSMC is more than just a supply chain update; it is a signal that the AI boom has reached a level of dominance that can challenge even the …
Report: Rise of AI Is Corroding Apple's Influence Over TSMC
4 days ago · A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI computing is changing who …
AI Chips Are Challenging Apple’s Longtime Dominance at TSMC
4 days ago · Apple built TSMC’s model, but AI customers now share influence, reshaping chip funding, early node access, and Apple’s role globally.
Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage
23 hours ago · Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for …
The Influence Apple Has Over TSMC is Deteriorating ... - iLounge
21 hours ago · SemiAnalysis uploaded a detailed report debating that the partnership with TSMC and Apple made the leading-edge foundry model, but AI computing is skyrocketing and changing the …
Tim Culpan: Apple can't get all the TLC from TSMC it needs
21 hours ago · From Culpan's "Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage" posted Thursday by Culpium.