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Report: Rise of AI Is Corroding Apple's Influence Over TSMC
A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI computing is changing who pays for new chip technologies and how much influence Apple holds over each new manufacturing node. The report traces how Apple became the single most important customer in the global semiconductor industry by committing early and at scale to new manufacturing processes at TSMC, beginning with the A8 chip in 2014.
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