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

As advanced semiconductor manufacturing remains heavily concentrated in Taiwan, 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 implemented. For years, chip production has been centered in Asia, with nearly all the world's most advanced chips now made in Taiwan—a region under increasing geopolitical pressure. This concentration poses a growing risk for Apple, from potential conflicts to tariffs and trade disruptions. In response, Apple has begun a long and complex process to relocate parts of its semiconductor supply chain to the United States. But how realistic is this shift, and how far has the company actually come? Instead of breaking down the entire process, here is a detailed video report 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 revealing how complex and global this ecosystem remains