Sunday, January 11, 2026

A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue (SemiAnalysis)

SemiAnalysis:
A detailed look at the Apple-TSMC relationship: Apple's annual spend at TSMC rose 12x, from $2B in 2014 to $24B in 2025, and once made up 25% of TSMC's revenue  —  Wafer Demand Model, Node Economics, and the shifting power dynamics as AI reshapes the foundry landscape



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A look at the secretive process Meta used to get an advantageous deal for its Hyperion data center in Louisiana, including tax breaks and lack of public input (New York Times)

New York Times : A look at the secretive process Meta used to get an advantageous deal for its Hyperion data center in Louisiana, includi...