Apple is stepping up its efforts to shift its chip supply chain back to the United States. On the 12th, TSMC declared that it would inject an extra $20 billion into its Arizona-based wafer plant, aiming to bolster its footprint in the U.S. market. This strategic decision unfolds against the backdrop of a worldwide surge in AI development, which is fueling an uptick in chip demand, as well as heightened geopolitical tensions between the U.S. and China. It is widely regarded as a pivotal move in Apple's ongoing endeavors to mitigate supply chain risks.
