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Drawn from what Dylan Patel said
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.
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
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