What Dylan Patel thinks about Apple

@dylan-patel · 50 positions · On ppll ↗

Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.

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1 dated position, 2026, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

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1. 13 Mar 2026

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

   semiconductors

   Their wordsand 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.

   ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com 26th of 28 in this recording