Apple is restructuring its 2026 product roadmap, according to a Nikkei Asia report. The company prioritizes its highest-end devices due to ongoing chip shortages.
This shift focuses production on a new foldable iPhone and two other premium models. Apple delays the standard iPhone 18 launch until early 2027.
Apple is TSMC's largest customer. This strategic shift underscores sustained demand for the advanced semiconductors TSMC manufactures.
Hardware constraints signal a tight supply environment. This reinforces TSMC's critical position in the global technology supply chain.
The situation suggests continued pricing power and strong demand for TSMC's advanced process nodes. This development aligns with analysts' views on TSMC's vital role in the AI revolution.