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As Apple seeks to re-shore more chip production, TSMC invests an additional $20 billion in its Arizona plants even while Intel allegedly ramps up test production. TSMC& 039;s Arizona campus covers about 2,000 acres. …
… TSMC is still expected to supply over 90% of Apple& 039;s processors, and that won& 039;t change anytime soon. There is some pressure to diversify from TSMC as 60% of its production takes place in Taiwan. …
… The demand for chips by the AI industry meant that foundries like TSMC were fully booked up, limiting the capacity for Apple& 039;s chip production runs. …