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Open original source ↗This is the most in depth piece on TSMC and Apple ever.
We dove through the beginnings, the rise, generations of chips and the future.
It's possible the most quantified free and paid newsletter piece we've ever done too.
Usually this level detail is reserved for model customers.
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Apple-TSMC: The Partnership That Built Modern Semiconductors Wafer Demand Model, Node Economics, and the shifting power dynamics as AI reshapes the foundry landscape https://t.co/7oZCFnNIJS https://t.co/ATl8ORVy39
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