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TSMC will never throw Apple off its leading node; Apple will simply stop mattering enough for TSMC to cater to it.

Drawn from what Dylan Patel said

SubjectssemiconductorsApple

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Apple The App Store toll, the turn to services, and whether the company that made the machines is still that company.

Interesting
A private bookmark. Not a position, and never counted.

What Dylan Patel actually said

Word for word, with the source under each one. They did not write this page.

  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    and so I don't think TSMC would kick out Apple. I think Apple will become a smaller and smaller and smaller percentage of TSMC's revenue and therefore be less relevant for TSMC to cater to their demands.

    Where this was said

    Watch from 2:19:46 plays here

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com

    video · 2h 30m · spoken · machine transcript

    All 28 korrents from this recordingthis one is 26th

Added to korrents 13 Mar 2026 · How quotes work · Something wrong? Tell us

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