Apple · SUPPLY CHAIN TRACE

EDGE DEVICES🇺🇸 US · AAPL · NASDAQ

Apple designs the M-series and A-series system-on-chip (SoC) that power its Macs, iPhones, and iPads — all fabricated exclusively by TSMC at leading-edge nodes (3nm and 2nm). Apple is TSMC's single largest customer by wafer revenue, consuming a significant share of N3 and N2 capacity, which means Apple's product cycles directly shape TSMC's fab loading and the availability of advanced node capacity for other customers.

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Apple

Designs Apple Silicon (M-series, A-series) — TSMC's single largest customer by wafer revenue

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Apple

Designs Apple Silicon (M-series, A-series) — TSMC's single largest customer by wafer revenue

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓

→ View company page