Apple commands a dominant position in the global supply chain, thanks to its best - selling electronic products. Its partnership with TSMC has drawn considerable market attention, serving as a crucial barometer for gauging the future of the semiconductor industry. Analysts project that by 2025, Apple could place chip orders with TSMC worth up to a staggering US$33 billion, acting as a significant catalyst for TSMC's revenue growth. As TSMC maintains its lead in cutting - edge manufacturing processes, the upcoming mass production of its 2 - nanometer process is anticipated to be the main driver behind the escalation in the value of Apple's orders. Nevertheless, owing to a slump in smartphone chipset orders and a sharp surge in high - performance computing chip orders, Nvidia is on track to usurp Apple's position as TSMC's largest customer in 2025.
