TSMC, the Taiwanese chipmaker that manufactures Apple’s iPhone and Mac processors, reported August 2026 revenue of NT$514.81 billion, up 10.1 percent from July and up 53.3 percent from a year earlier, according to the company’s own release. TSMC’s release does not break out revenue by customer and does not name Apple anywhere in it, so…
Apple Supply Chain
Gurman Expects Extreme iPhone Duo Shortages and Soaring Resale Prices
Mark Gurman expects intense iPhone Duo demand to create shortages, overseas scalping and high resale prices by early next year.
The Training Apple Publishes About Its Houston Manufacturing Center
Apple’s new Advanced Manufacturing Center in Houston is not only where Apple says Mac mini production begins later this year. Apple has also published a specific description of free training it will offer through the site, and separate figures on how many people its related Detroit academy has already trained. Apple's supply chain and manufacturing…
Apple's American Manufacturing Program: The Jobs Commitment, by the Numbers
Apple’s American Manufacturing Program has grown from a $500 billion pledge to a $600 billion one in a little over a year, and its newest and largest single commitment under that program is built specifically around adding American jobs. Every figure here comes from Apple’s own newsroom releases. Mac mini with M6, one product line…
What Apple's Supplier Code of Conduct Actually Requires
Apple publishes a single Supplier Code of Conduct and Supplier Responsibility Standards document that sets out what every company in its manufacturing network must meet, and Apple says it enforces that code through assessments that review more than 500 criteria. Both facts come directly from Apple’s own supplier responsibility material. Mac mini, one of the…