Jing Ji Ri Bao·2025-05-11 22:48Group 1 - TSMC's revenue from Apple orders is expected to reach a record high this year, potentially surpassing NT$1 trillion, with a year-on-year growth rate of 60% [1] - TSMC's advanced process technology is increasingly penetrating Apple's entire product line, with significant contributions from both Taiwan's 2nm production and the new factories in the U.S. [1][2] - Apple is projected to contribute approximately NT$6,243 billion to TSMC's revenue in 2024, with expectations of this figure rising to between NT$800 billion and NT$1 trillion due to the new production capacities [2] Group 2 - TSMC's revenue from advanced processes (7nm and below) has surpassed 70%, reaching 73%, with significant contributions from 5nm and 3nm technologies [3] - The introduction of Apple's self-developed 5G modem chip in the iPhone 16e, utilizing TSMC's 5nm N4P process, demonstrates TSMC's ability to create value for its clients [3] - The collaboration between TSMC and Apple enhances both companies' competitiveness in the market, leading to a mutually beneficial relationship [3]