From global dependence to local ambitions – Apple's supply chain shift

Advanced semiconductor production remains heavily concentrated in Taiwan. Consequently, geopolitical tensions are forcing companies like Apple to reassess their supply chain strategies. The question is no longer whether diversification is necessary, but how quickly it can be achieved. For years, chip manufacturing has been highly concentrated in Asia. Currently, nearly all the world's most advanced chips are produced in Taiwan—a region facing increasing geopolitical pressure. For companies like Apple, this concentration poses a growing risk: from potential conflicts to tariffs and trade disruptions. In response, Apple has begun a long and complex process of moving part of its semiconductor supply chain back to the United States. But how realistic is this shift? And how far has the company actually come? Instead of analyzing the entire process ourselves, we present a detailed video report by journalists from The Wall Street Journal. Reporter Rolfe Winkler visits key suppliers, including TSMC, ASML, and Foxconn, tracing the path from raw silicon wafers to final assembly—and highlighting how complex and global this ecosystem still is