Report: Rise of AI Is Corroding Apple's Influence Over TSMC

Published: (January 12, 2026 at 10:21 AM EST)
1 min read
Source: MacRumors

Source: MacRumors

Overview

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 t…

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