Apple Inc. & TSMC
67 shared events · Importance 5 · Last updated Aug 16, 2026
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Tech
Apple Inc.: Apple is launching its flagship iPhone 18 Pro series, expected to drive significant revenue. Rising component costs may pressure margins, but the company is reportedly absorbing some costs to maintain competitiveness.
TSMC: TSMC is manufacturing the A20 Pro chip using its advanced 2nm process, highlighting its leadership in semiconductor fabrication and potential revenue boost.
May 30, 2026 · 7 articles
Business
Apple Inc.: Apple Inc. was surpassed by Nvidia as the world's most valuable company, though it remains a top global firm.
TSMC: TSMC's market capitalization doubled, making it the ninth most valuable company globally and highlighting its critical role in the technology supply chain.
Jun 08, 2026 · 7 articles
Business
Apple Inc.: Apple relies on TSMC for advanced processors; TSMC's capacity expansion supports future product launches.
TSMC: TSMC reported record Q2 revenue and is expected to post record profit, driven by AI chip demand. Its stock has risen 57% YTD, and it may raise full-year guidance and capex.
Jul 13, 2026 · 22 articles
Business
Apple Inc.: Apple, TSMC's largest customer, gains from increased domestic chip supply, sourcing 100 million American-made chips from Arizona this year. The expansion strengthens its supply chain resilience.
TSMC: TSMC is the central entity, committing $265B to United States — Arizona expansion and reporting record earnings. The investment strengthens its U.S. presence but faces operational and geopolitical challenges.
Jul 16, 2026 · 85 articles
Business
Apple Inc.: Apple Inc. is seeking to diversify its chip manufacturing base away from TSMC and will partner with Intel for domestic chip design and production, which is expected to boost its supply chain security.
TSMC: TSMC is currently Apple Inc.'s primary chip manufacturer but faces high demand from AI chipmakers, leading Apple Inc. to seek diversification.
Jun 18, 2026 · 41 articles
Business
Apple Inc.: Apple reported strong Q3 results but issued weaker-than-expected guidance due to supply constraints. Its stock fell in after-hours trading, and it faces potential margin pressure and iPhone price hikes.
TSMC: TSMC supplies Apple's main processors, and shortages of advanced chipmaking technology are a key constraint. Apple's supply issues could impact TSMC's production and revenue.
Jul 30, 2026 · 42 articles
Business
Apple Inc.: Apple raised prices on Macs and iPads to offset soaring memory costs; its stock fell nearly 5% on the announcement. The company faces potential demand slowdown but may offset with higher average selling prices.
TSMC: TSMC produces chips for Apple and Nvidia; it has not ruled out price increases, which could further raise costs.
Jun 17, 2026 · 199 articles
Business
Apple Inc.: Apple Inc.>>> shares eased after unveiling AI upgrades to Siri, suggesting a 'sell-on-the-news' response from investors who may have expected more significant announcements.
TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.
May 20, 2026 · 72 articles
International
Apple Inc.: Apple Inc.>>> is a customer of TSMC>>>, which is based in Taiwan>>>, making it indirectly exposed to the risks of supply chain disruption due to geopolitical tensions.
TSMC: TSMC>>> is the world's largest contract chipmaker and a key supplier to major tech companies like Nvidia>>> and Apple, making it highly susceptible to any disruption caused by geopolitical tensions in Taiwan>>>.
Jun 08, 2026 · 10 articles
Tech
Apple Inc.: Apple Inc.>>> is mentioned as a company that relies on Taiwan>>>'s pivotal role in the global artificial intelligence supply chain. The stability of Taiwan>>>'s manufacturing capabilities is important for Apple Inc.>>>'s product development and supply.
TSMC: TSMC, as the world's largest contract chipmaker, anchors Taiwan's position in the global AI supply chain, making it a crucial entity for the stability and growth of the semiconductor industry.
May 28, 2026 · 23 articles
Regulatory
Apple Inc.: Apple, as a tech giant relying on Taiwan's AI supply chain, may face indirect impacts from any AI bubble correction.
TSMC: TSMC, the world's largest chipmaker and key AI enabler, reported sustained demand but faces monitoring of rising component costs; the bubble warning could affect its stock.
Jul 09, 2026 · 6 articles
Business
Apple Inc.: Raised product prices due to higher memory costs; approved Apple Intelligence in China.
TSMC: Fell up to 7.3% in Taipei; reported stronger profit but stock fell; announced $100B extra U.S. fab spending.
Apr 20, 2026 · 344 articles
Tech
Apple Inc.: Apple's laptop business faces new competition from Nvidia's entry into the AI PC market, although its Mac lineup already utilizes Arm-based processors.
TSMC: TSMC will manufacture Nvidia's RTX Spark Superchip using its 3N process technology, securing a significant manufacturing contract and reinforcing its position as a leading chip manufacturer.
May 26, 2026 · 159 articles
International
Apple Inc.: Apple sued OpenAI for trade secrets theft, a separate legal matter that adds to tech sector uncertainty.
TSMC: TSMC reported strong June revenue growth but its U.S. shares fell 2.3%, as the AI optimism was tempered by geopolitical risks.
Apr 20, 2026 · 304 articles
Tech
Apple Inc.: Apple Inc. is changing its Mac silicon roadmap to fast-track AI-focused technologies, skipping M6 Pro and Max chips to focus on the M7 generation. This strategic shift aims to meet growing demand for on-device AI capabilities and address industry-wide chip shortages.
TSMC: TSMC has been Apple Inc.'s primary fabricator for custom silicon, but the M7 chip might be produced by Intel Foundry, potentially impacting TSMC's business with Apple Inc.
Jun 25, 2026 · 14 articles
Business
Apple Inc.: Apple secures long-term supply of custom chips for its devices, supporting product roadmap and U.S. manufacturing commitments. The deal is part of its $600 billion U.S. investment plan.
TSMC: TSMC faces potential reduced reliance from Apple as it diversifies supply, but remains a key manufacturer for Apple's main processors.
Apr 20, 2026 · 110 articles
International
Apple Inc.: Apple Inc. reported better-than-expected profits, leading to a 3.3% rally in its stock and significantly contributing to the S&P 500's rise.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Business
Apple Inc.: Apple raised prices on some products due to higher memory chip costs, indirectly affected by AI demand.
TSMC: TSMC is a key customer of ASML, benefiting from increased chip demand for AI.
Jul 15, 2026 · 29 articles
Business
Apple Inc.: Apple is a customer of Sony's image sensors, and the venture may ensure a stable supply of advanced sensors for its products.
TSMC: TSMC contributes manufacturing and process technology, expanding its presence in Japan and strengthening its relationship with Sony. The venture diversifies TSMC's customer base and supports its global expansion.
Aug 10, 2026 · 36 articles
Tech
Apple Inc.: Apple is mentioned as a rival that develops its own chips, providing context for Xiaomi's strategy. The event does not directly affect Apple.
TSMC: TSMC is the manufacturer of Xiaomi's new chips, including the O3, O100, and D100, using advanced 3-nm and 6-nm processes. This partnership adds to TSMC's order book and reinforces its leading position in advanced semiconductor manufacturing.
Aug 24, 2026 · 7 articles
Regulatory
Apple Inc.: Apple Inc. is mentioned as a major customer of Taiwan's semiconductor industry, but is not directly involved. The event may indirectly affect its supply chain.
TSMC: TSMC is referenced in a related case of a former employee charged with leaking technology to China. The event highlights the broader threat to Taiwan's chip industry, potentially reinforcing TSMC's importance.
Aug 05, 2026 · 6 articles
Business
Apple Inc.: Apple Inc.>>> has a preliminary deal with Intel>>> to make some chips for its devices, further solidifying Intel>>>'s position as a key chip manufacturer.
TSMC: TSMC>>> is facing capacity crunch due to soaring AI chip demand, leading major AI chip design companies like Alphabet Inc.>>> and potentially Nvidia>>> to turn to Intel>>> for manufacturing, which could impact TSMC>>>'s market share.
Jun 08, 2026 · 6 articles
Business
Apple Inc.: Apple Inc. is mentioned as a tech giant powered by TSMC, highlighting TSMC's broad impact on the tech industry, though not directly involved in AMD's investment.
TSMC: TSMC is a key partner in AMD's investment, manufacturing AMD's next-generation 'Venice' CPU using its 2-nanometer technology. This collaboration highlights TSMC's critical role in advanced chip production for AI infrastructure.
May 21, 2026 · 26 articles
Tech
Apple Inc.: Apple is mentioned as a company that has raised prices due to memory chip shortages, but is not directly involved in this event.
TSMC: TSMC will manufacture Meta's Iris chip, securing a major customer and reinforcing its position as a leading semiconductor foundry.
Apr 20, 2026 · 32 articles
Tech
Apple Inc.: Apple's silicon chief is cited as calling EDA companies critical, but Apple is not directly involved in this event.
TSMC: TSMC partners with Cadence to advance AI-driven automation for advanced packaging, improving productivity for multi-die systems.
Jul 15, 2026 · 8 articles
International
Apple Inc.: Apple Inc. is a member of DOT Europe, an organization that has expressed concerns about the European Union's proposed tech regulations and their potential impact on innovation and competitiveness.
TSMC: The European Union lacks a rival to TSMC for chip manufacturing, indicating a continued reliance on international partners despite sovereignty efforts.
May 30, 2026 · 52 articles
Tech
Apple Inc.: Microsoft>>>'s new AI PCs are priced to compete with Apple Inc.>>>'s premium offerings, and Microsoft>>> is also working to make OpenClaw safe for businesses, a software that has helped Apple Inc.>>> sell Mac computers, intensifying competition in the PC market.
TSMC: TSMC>>> is expected to manufacture Nvidia>>>'s N1X chip on a 3nm process.
May 30, 2026 · 34 articles
International
Apple Inc.: Apple's AI tool was approved in China, boosting related stocks.
TSMC: TSMC is a bellwether for the chip sector; its earnings are awaited.
Apr 20, 2026 · 480 articles
Business
Apple Inc.: Apple Inc. is mentioned as another company for which Taiwan plays a pivotal role in the global AI supply chain, highlighting Taiwan's overall importance in the tech industry.
TSMC: TSMC>>>, a major supplier to Nvidia>>>, will benefit from Nvidia>>>'s increased presence in Taiwan>>>, as the new headquarters will bring the companies closer, enhancing collaboration in advanced semiconductor manufacturing.
May 27, 2026 · 21 articles
Tech
Apple Inc.: Apple Inc. is a competitor in the PC market, and Nvidia's new AI superchip for PCs will rival Apple's offerings, potentially affecting Apple's competitive landscape in the AI PC segment.
TSMC: TSMC is a major semiconductor manufacturer that likely produces components for Nvidia's platforms, benefiting from increased production demands, though not explicitly mentioned in the context of Vera Rubin production in these articles.
May 31, 2026 · 28 articles
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