It reminded me that for a while all SIM everywhere seemed to come from one european chip plant, although now I say it I wonder if they were just the assembly & packaging and fabrication was offshore?
In both cases (tpm and sim) the cynic would say it's only deciding which economy owns the back-door.
You are probably referring to NXP (formerly Philips) and Infineon (formerly Siemens), both of which have produced crypto processors, smartcards (including SIMs) and other secure elements for a really long time. Infineon is/was actually a really common supplier for the little 20-pin TPM/LPC modules.
Yes i think you're right. The nexus of sim, smart card and tpm seems strong. I e used thales and Luna (now also thales) HSM which are in hypothesis glamorous, but ultimately remarkably pedestrian secure devices. I wonder if they include logic from these companies. Supply chain behind FIPS120 class stuff would be an interesting story.
What, in your mind, is a "security processor module"? As far as I'm aware, there is no such entity in Apple systems; security functionality is on the same die as the CPU/GPU. (Which is a good thing; it means that communications between the CPU and that security processor cannot easily be intercepted or interfered with.)
There is a "secure element" which contains eSIM and NFC and is a separate chip. I believe NXP makes them but don't know. But there's plenty of other chips like power management.
Doesn’t require the absolute latest processes.