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AI infrastructure surge begins squeezing Apple’s component costs — company considering supplier other than TSMC for lower-end chips, report claims

Trump administration imposes a 25 percent tariff on high-end chips

DRAM Prices Soar as China Eyes Self-Reliance For High-End Chips

TSMC aims to make 30% of high-end chips in US with Arizona fab build out

More Than Half of TSMC’s Sales Are Now High-End Chips Like AI