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据悉，苹果iPhone 15系列搭载的A16和A17仿生芯片，均是由台积电代工，有消息称，iPhone 15在8月份开始大批量生产，台积电所代工的晶圆需要更早就开始出货，进行后续的切割，以便在8月份能用于组装。

台积电官网公布的月度营收显示，7月份营收1776.16亿新台币，折合人民币约403亿。就台积电公布的数据来看，他们7月份的营收是高于6月份的1564.04亿新台币，环比增长13.6%，但不及去年同期的1867.63亿，同比下滑4.9%。

在苹果大量订单的加持下，台积电7月份的营收同比仍下滑，预计同当前消费电子产品需求下滑，对关键芯片的需求不理想有关，苹果的订单，不足以弥补其他厂商减少的订单。另外，有报道称，台积电采用3nm制程工艺为苹果代工的芯片，只收取了合格品的费用，非合格品的成本由台积电承担，这在一定程度上也会影响台积电的营收。