Apple could order $60 billion of chips from TSMC in 2025

The post Apple could order $60 billion of chips from TSMC in 2025 appeared first on Android Headlines.

May 12, 2025 - 21:10

Apple is one of TSMC’s biggest customers, if not the biggest. Back in 2024, analysts estimated that Apple ordered NT$624 billion of chips from TSMC, but in 2025, Apple could break that record by ordering $60 billion worth of chips from the company. This represents an estimated 44% growth.

TSMC’s revenue could go to the moon

According to analysts, TSMC earned $90 billion in revenue. If their estimates are accurate, this means that Apple’s plans to order $60 billion of chips could result in a substantial jump in revenue for the company.

But does Apple really need all those chips? Obviously, Apple wouldn’t order more than it needs. However, it is also quite a strategic move by Apple. The company is essentially hogging TSMC’s production lines, which means that other companies who want to take advantage of TSMC’s more advanced processes will have to wait or put up with having a smaller order.

Apple is usually one of the first companies to take advantage of TSMC’s latest manufacturing processes. For instance, Apple is rumored to use TSMC’s 2nm process for its 2026 iPhones, or the A20 Bionic chips. Assuming other companies like Qualcomm don’t beat them to the punch, Apple could be the first to launch a smartphone that uses a 2nm chip.

Contributing to TSMC’s US operations

Apple contributing significantly to TSMC’s growth is also good for TSMC. The company is looking to expand its operations in the US. The incoming Trump tariffs mean that importing chips from TSMC’s overseas plants could result in chips that are more expensive. If TSMC has more resources, it could build up its US plants faster.

The company already has several plants located in the US. Apple CEO Tim Cook has often stated that the company is TSMC Arizona’s largest customer.

At this point, it is unclear how much the Trump tariffs will impact semiconductors. It was initially believed that smartphones, tablets, and laptops would be exempt from these tariffs. However, the Trump administration clarified that these devices would fall under the semiconductor tariffs, although the exact amount hasn’t been disclosed yet.

TSMC also has to compete with the likes of Samsung. Samsung is still quite behind TSMC in terms of revenue—$7 billion to be exact. It’s not exactly a small amount that Samsung can bridge quickly, but if TSMC starts falling behind in orders, Samsung will probably be more than happy to pick up the slack.

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