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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Google appeals the European Commission's DMA mandates to open up Android at the EU General Court, arguing the requirements threaten user privacy and security (Samuel Stolton/Bloomberg)

Samuel Stolton / Bloomberg : Google appeals the European Commission's DMA mandates to open up Android at the EU General Court, arguin...