Apple Inc. & TSMC
16 shared events · Importance 10 · Last updated May 09, 2026
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Business
Apple Inc.: Apple Inc. is exploring new chip manufacturing partners, Intel Corporation and Samsung Electronics, to diversify its supply chain away from TSMC (TSMC) due to geopolitical risks and current chip shortages. This move aims to secure future production and reduce reliance on a single region.
TSMC: TSMC (TSMC) is Apple Inc.'s longtime and primary chip manufacturer. Apple Inc.'s exploration of other suppliers could potentially reduce TSMC's future orders, although TSMC remains a critical partner.
May 05, 2026 · 6 articles
Regulatory
Apple Inc.: Apple Inc. benefits from the tariff exemptions, which reduce potential cost increases for accessing the United States market for its products.
TSMC: TSMC benefits from the exemption of semiconductor manufacturing machines from tariffs, supporting its investments in the United States.
Apr 12, 2025 · 6 articles
Business
Apple Inc.: Apple Inc. announced a leadership transition with John Ternus succeeding Tim Cook as CEO, effective September 1, 2026. The company faces pressure to innovate in AI, an area where it has lagged behind rivals.
TSMC: TSMC is the leading producer of AI processors, which are crucial for Apple Inc.'s iPhone production. Limited supply from TSMC has hampered Apple's ability to capitalize on strong demand.
Apr 20, 2026 · 108 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 03, 2026 · 19 articles
Business
Apple Inc.: Apple Inc. has engaged in exploratory discussions with Samsung Electronics about potentially using Samsung to produce main processors for its devices in the US, offering a secondary option to TSMC.
TSMC: TSMC is mentioned as the first Asian company to reach a $1 trillion market capitalization, setting a precedent that Samsung Electronics has now followed. Apple Inc. has also held discussions with Samsung Electronics to potentially use them as a secondary processor supplier, diversifying from TSMC.
May 06, 2026 · 38 articles
International
Apple Inc.: Apple Inc. reported forecast-beating earnings, contributing to a rally in the AI sector and broader Asian markets.
TSMC: TSMC was almost 7% up, contributing to the rally in Asian markets.
May 03, 2026 · 41 articles
Business
Apple Inc.: Apple Inc. is a technology company whose stocks are now available for perpetual contracts trading on Bybit.
TSMC: TSMC is a semiconductor company whose stocks are now available for perpetual contracts trading on Bybit.
May 08, 2026 · 6 articles
Business
TSMC: TSMC's new plant in Phoenix has begun production of Nvidia's Blackwell AI chips, playing a crucial role in Nvidia's US manufacturing expansion and reinforcing its position as a key partner in the global semiconductor supply chain.
Apr 14, 2025 · 6 articles
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