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Apple reserves over 50% of TSMC 2nm capacity for 2026

https://dataconomy.com/2025/11/12/apple-reserves-over-50-of-tsmc-2nm-capacity-for-2026/
3•giuliomagnifico•2mo ago

Comments

robocat•2mo ago
This is almost equivalent to private investment, and will allow TSMC to borrow money to invest in growth.

Apple wants to be anti-competitive.

I'm surprised Apple don't invest directly (e.g. bonds) given that TSMC is so capital intensive and Apple has the money (and this capacity reservation contract concentrates risk, not diversifies it).