The Quiet Collapse of Apple’s Supply Chain Power
Apple still sells hundreds of millions of devices, but the global semiconductor supply chain no longer bends around consumer demand.
For more than a decade, Apple didn’t just buy chips. It quietly dictated how the semiconductor industry evolved. When Apple booked capacity, foundries rearranged roadmaps. When Apple changed designs, suppliers retooled factories.That assumption still feels true today. Which is why the numbers coming out of Taiwan look so strange.