According to the latest supply chain news, tech giant Apple has set a clear procurement plan and is expected to order more than 100 million advanced process chips from TSMC's wafer plant in Arizona, USA by 2026.
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This scale far exceeds market expectations, highlighting Apple's strategic layout in supply chain diversification and technological leadership. This large-scale procurement involves TSMC's most advanced process technology and is expected to be mainly used for Apple's future core products such as iPhone and Mac series. As TSMC's important overseas production base, the Arizona plant's production capacity has become a key support point for Apple's long-term cooperation. Industry insiders point out that the procurement volume of over 10 billion chips not only consolidates the deep binding relationship between TSMC and Apple, but will also have a profound impact on the global semiconductor industry landscape. This cooperation model may prompt more technology companies to follow suit, accelerating the transformation of high-end chip manufacturing towards diversified regional distribution.
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