From global to local ambition – Apple's supply chain shift

As the manufacturing of advanced semiconductors remains heavily concentrated in Taiwan, geopolitical tensions are pushing companies like Apple to reassess their supply chain strategies. The question is no longer whether diversification is necessary, but how quickly it can be implemented. For years, semiconductor manufacturing has been largely concentrated in Asia. Today, nearly all of the world's most advanced chips are produced in Taiwan—a region under increasing geopolitical pressure. For companies like Apple, this concentration represents a growing risk, whether from potential conflicts, tariffs, or trade disruptions. In response, Apple has begun a long and complex process to relocate part of its semiconductor supply chain to the United States. But to what extent is this shift realistic, and how far has the company actually gone? Rather than detailing the entire process ourselves, here is a detailed video report from The Wall Street Journal. Reporter Rolfe Winkler visits key suppliers, including TSMC, ASML, and Foxconn, tracing the journey from raw silicon wafers to final assembly—and highlighting just how complex and global this ecosystem remains