TSMC announcement could actually be a step backwards for US Apple chips

Yesterday’s TSMC announcement of a $100B investment in the US was notable for its lack of any specifics – including whether any of the money had been announced previously. But a new investment note suggests that it could even represent a backwards step when it comes to making Apple chips in the US … more…

Mar 4, 2025 - 14:00
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TSMC announcement could actually be a step backwards for US Apple chips

Yesterday’s TSMC announcement of a $100B investment in the US was notable for its lack of any specifics – including whether any of the money had been announced previously.

But a new investment note suggests that it could even represent a backwards step when it comes to making Apple chips in the US … more…