Apple to Buy 100M Advanced Chips from TSMC’s Arizona Facility
Taiwan Semiconductor Manufacturing reported 27 new hedge fund holders in Q4 2025, reflecting institutional confidence in its outlook. Apple committed to purchase over 100 million advanced chips from TSMC’s new Arizona plant, boosting U.S. chip production and onshore revenue streams.
1. Hedge Fund Momentum
TSMC added 27 new hedge fund holders in the fourth quarter of 2025, ranking among the top 15 stocks with the strongest hedge fund inflows and signaling increased institutional confidence in its growth trajectory.
2. Apple Order for Arizona Chips
On February 24, Apple committed to purchasing over 100 million advanced chips from TSMC’s Arizona facility, representing a significant order increase that will enhance the plant’s utilization and support domestic chip manufacturing.
3. U.S. Onshoring and Wafer Supply
GlobalWafers has commenced operations at a new $4 billion silicon wafer facility in Sherman, Texas, which will supply wafers to TSMC’s Arizona plant and strengthen the domestic semiconductor supply chain.
4. Customer Ranking Shift
In January, Nvidia surpassed Apple as TSMC’s largest customer based on chip order volumes, underscoring the rising impact of AI workloads on the company’s revenue mix.