AppleAAPL
Apple's cash mostly returns to shareholders via buybacks; its product spend flows to a tight, high-quality chip supply chain led by TSMC.
Where the cash goes~$151B / yr · FY2025
Buybacks$95B
R&D$31B
Dividends$15B
Capex$10B
Money flows left → right · hover a node · click to open the stock.FoundryComponentsMaterials
Most exposed to AAPL's spend
- TSMCTSMCurated
Sole fabricator of Apple's A- and M-series chips on leading-edge nodes.
Foundry - BroadcomAVGOFiling
Wireless/RF components; multiyear US supply agreement.
Components - QualcommQCOMCurated
Modems — though Apple is moving to in-house designs.
Components - CorningGLWCurated
Cover glass for iPhone and other devices.
Materials
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.