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Apple SUPPLY CHAIN TRACE

EDGE DEVICES🇺🇸 United States · AAPL · NASDAQ

Apple designs the M-series and A-series system-on-chip (SoC) that power its Macs, iPhones, and iPads — all fabricated exclusively by TSMC at leading-edge nodes (3nm and 2nm). Apple is TSMC's single largest customer by wafer revenue, consuming a significant share of N3 and N2 capacity, which means Apple's product cycles directly shape TSMC's fab loading and the availability of advanced node capacity for other customers.

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UPSTREAM — SUPPLIERS

Arm Holdings

Dominant CPU/NPU IP licensor; virtually all AI chips in mobile, edge, and cloud use Arm instruction set

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CHIP IPlicenses CPU/NPU IP to

TSMC

World's largest contract chip manufacturer

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FOUNDRIESfabricates Apple Silicon dies for

Cadence

Leading EDA software provider; IC design tools (Virtuoso, Genus, Innovus) used by every advanced chip designer; US export-controlled to Chinese entities since 2022

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EDA TOOLSprovides EDA tools to

Synopsys

Largest EDA software provider; IC design and verification tools (Design Compiler, PrimeTime, VCS) essential for all advanced chip tapeouts; US export-controlled to Chinese entities

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EDA TOOLSprovides EDA tools to

ASE Technology

World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm

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OSAT / PACKAGINGprovides packaged Apple Silicon modules to

Amkor Technology

Second-largest OSAT; packages dies for NVIDIA, Qualcomm, Apple, and Broadcom; operates advanced 2.5D/3D packaging for AI chips

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OSAT / PACKAGINGprovides packaged Apple Silicon modules to

↓ all supply to Apple ↓

Apple

Designs Apple Silicon (M-series, A-series) — TSMC's single largest customer by wafer revenue

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About this company

QWhat is Apple's role in the AI chip supply chain?

Designs Apple Silicon (M-series, A-series) — TSMC's single largest customer by wafer revenue

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