Cirrus Logic, Inc.(CRUS)
HQ US45% share
Fabless audio/mixed-signal IC maker (smart codecs, boosted/class-D amplifiers, haptics); ~87% of FY24 revenue from one customer (Apple).
manufactured · input
Bluetooth Audio SoC (with ANC DSP)
System-on-chip combining Bluetooth radio, audio DSP (codecs, active noise cancellation) and power management — the brain of every wireless earbud/headphone/speaker. Led by Qualcomm, Airoha (MediaTek), Apple.
11
Source countries
6
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on bluetooth audio soc (with anc dsp) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| VNVietnam | 28% |
| THThailand | 22% |
| MXMexico | 14% |
| TWTaiwan | 9% |
| MYMalaysia | 8% |
| CNChina | 7% |
| INIndia | 3% |
| ILIsrael | 2% |
| IDIndonesia | 1% |
| PHPhilippines | 1% |
| CACanada | 1% |
Who makes it
Supplier companies
6 companies produce bluetooth audio soc (with anc dsp).
Airoha Technology (MediaTek)
HQ TW35% share
MediaTek subsidiary; leading merchant Bluetooth/TWS audio SoCs (ANC, codecs) for non-Apple earbuds.
Bestechnic (BES)
HQ CN12% share
Chinese fabless maker of Bluetooth audio/TWS SoCs with ANC; major merchant TWS earbud chips.
Apple Inc.
HQ US
Apple Inc. (Nasdaq: AAPL; founded 1976) designs its own custom silicon (A-series iPhone SoCs, M-series Mac/iPad chips, S-series Apple Watch) but outsources all fabrication to TSMC Taiwan. Apple A18 (iPhone 16) and Apple M4 (MacBook Pro, iPad Pro) are both manufactured on TSMC N3E in Taiwan. Apple has historically been TSMC's largest customer by revenue, secured a majority of TSMC's early N2 capacity for M6/A19 chips. Revenue: $395B (FY2024). Apple is the world's largest consumer of advanced logic wafers by unit volume. Apple's strategic position in AI (Apple Intelligence) is entirely dependent on Taiwan-sourced silicon. Apple has publicly expressed support for CHIPS Act domestic manufacturing but all iPhone-generation chips remain Taiwan-sourced.
Qualcomm Technologies
HQ US
Dominant 5G modem and Snapdragon SoC designer; fabless — TSMC fabricated; ~75% 5G chipset market share in Android premium; also makes RF front-end chips and auto processors
Taiwan Semiconductor Manufacturing Company (TSMC)(TSM)
HQ TW
Taiwan Semiconductor Manufacturing Company (TWSE: 2330; founded 1987 by Morris Chang); the world's dominant pure-play foundry and the most critical single company in the global technology supply chain. TSMC manufactures approximately 90% of all sub-5nm logic chips globally, including every NVIDIA AI GPU (H100 on N4, H200 on N4X, B200 on N3E), every Apple processor (A18 on N3E, M4 on N3E), and every AMD data center chip. TSMC's N3 and N5 fabs are located in Taiwan — 100 miles from mainland China. Revenue: $93.7B (2024, +34% YoY). AI/HPC share of revenue: 57% (Q3 2025), up from 18% in 2019. N2 volume production began Q4 2025 at Fab 22 Kaohsiung — world's first 2nm logic node in production. TSMC Arizona Fab 21 Phase 1 (N4P) reached 92% yield and profitability in 2025. CHIPS Act recipient: $6.6B grant + $5B loan.