Apple

AAPLVerified

$260.33-2.59%

Design & IP

United States

Designs custom ARM-based silicon SoCs (A-series for iPhone/iPad, M-series for Mac) for its devices; fabrication outsourced to TSMC.

Cupertino, CA

Founded 1976

Website

30-Day Price History

Suppliers

(13)

ARM Holdings

A/M-series architecture

TSMC

M-series and A-series chips

Synopsys

Design and verification tools

Intel

Related Bottlenecks

Advanced Node Capacity

Leading-edge manufacturing capacity (3nm and the upcoming 2nm) remains highly concentrated. TSMC holds over 90% of the advanced foundry market share. The bottleneck is exacerbated by the simultaneous demand for AI accelerators and mobile SoCs, while 2nm capacity is already being pre-booked for 2025-2026 production.

Affected

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