Apple could order a chunky $60 billion worth of chips from TSMC in 2025 alone says analyst

Apple is expected to order up to $60 billion worth of chips from TSMC in 2025 alone according to analysts, which will push the Taiwanese semiconductor leader to over NT $1 trillion of revenue this year.

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The analysis is based on how much of TSMC's share in Apple's products is growing, with TSMC's new Arizona, USA-based semiconductor fabs to play a key role in Apple's continued releases of iProducts. Apple CEO Tim Cook has been adamant that his company is TSMC Arizona's largest customer, with its bleeding-edge 2nm process node being a key part of increasing the value of Apple's orders with TSMC.

In a new report from Taiwan's Economic Daily, we're hearing that analysts think that new 2nm orders from Apple should reach around NT $1 trillion (around $33 billion USD or so) in 2025, and that's just for new 2nm orders. TSMC earned around $90 billion of revenue in 2024, with revenue growth expected for TSMC coming from an increase in pricing across Apple's entire product stack since TSMC Is the sole semiconductor provider.

Earlier this year, reports suggested that TSMC began accepting 2nm wafer orders in early April, with Apple being the first customer. Since then, other US tech giants including AMD have started ordering 2nm chips, which is pushing TSMC to increase their wafer costs.