Apple forced to ‘fight’ for chip capacity, pay higher TSMC ...
6 hours ago · Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand from companies like NVIDIA and AMD, according to a new …
Apple is Fighting for TSMC Capacity as Nvidia Takes Center ...
8 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 …
Apple Loses Priority: The iPhone Maker Faces Higher Prices ...
4 hours ago · The implications of this shift are immediate and profound. For the first time, sources within the supply chain indicate that Apple has been hit with its largest price hike in recent …
Chip stocks jump as Nvidia supplier TSMC dismisses bubble ...
9 hours ago · Nvidia's chip manufacturer Taiwan Semiconductor Manufacturing Company (TSMC) posted a strong forecast for AI revenue growth and capital expenditures.
Taiwan chip maker TSMC to boost investments as profit soars ...
15 hours ago · Taiwan-based TSMC, the world's largest computer chipmaker, says it plans to increase its capital spending by nearly 40% this year after it reported a 35% jump in its net …
TSMC to boost capital spending as demand for AI chips surges
17 hours ago · Shares of TSMC have risen nearly 60 per cent in the past 12 months to make it the world’s sixth-largest company by market capitalisation, behind Nvidia, Alphabet, Apple, …
Sources: Apple now needs to fight for TSMC production ...
Tim Culpan / Culpium: Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025 — …