Apple Could Order A Whopping $60 Billion In Chips From TSMC In 2025 Believe Analysts

Apple could order $60 billion of chips from TSMC in 2025

Apple is one of TSMC’s biggest customers, if not the biggest. Back in 2024, analysts estimated that Apple ordered NT$624 billion of chips from TSMC, but in 2025, Apple could break that record by ordering $60 billion worth of chips from the company. This represents an estimated 44% growth. TSMC’s revenue could go to the moon According to analysts, TSMC earned $90 billion in revenue. If their estimates are accurate, this means that Apple’s plans t…

The race to make chips on U.S. soil is picking up speed, and TSMC has its foot in the throttle. U.S. big techs, concerned about the geopolitical tension and stability of their supply chains, are betting hard to secure capacity in plants that the Taiwanese giant has in place in Arizona. With several facilities already under construction and others in reserve, the plan of the major chip companies with TSMC is not simply to see how FABs end, it is …

Apple Could Order A Whopping $60 Billion In Chips From TSMC In 2025 Believe Analysts

Consumer electronics giant Apple can order as much as $60 billion in chips from TSMC, believe analysts, and allow the Taiwanese chip manufacturer to earn as much as NT$1 trillion in revenue in 2025. The analysis is based on the assumption that TSMC's share in Apple's products is growing, and the firm's fabrication plants in Arizona are also expected to play a key role. Apple CEO Tim Cook has repeatedly stressed that his firm is TSMC Arizona's la…

TSMC: The Enduring Silicon Shield of Taiwan’s Economy

Written by Min-Hua Chiang. This article argues that the TSMC will continue to be Taiwan's silicon shield, despite its US$100 billion investment pledge in the US, as most of the more advanced chips will be fabricated in Taiwan. That is also why Taiwan faces challenges from the US tariff threat in the near term. TSMC remains Taiwan's best chip in its negotiations with the US.Continue reading

TSMC Starts Building Third Arizona Plant As US Tariffs Loom

(Bloomberg) — Taiwan Semiconductor Manufacturing Co. has begun construction on a third chip plant in Arizona, ramping up its US expansion as the Trump administration threatens further tariffs to spur American manufacturing. The world’s most advanced chipmaker announced the third phase of its US expansion the same day Commerce Secretary Howard Lutnick toured TSMC’s site, which the company called the single largest foreign investment in US history…