Something nobody ever mentions is Apple is the new Intel: they will tend to be at least one process node ahead of the competition.
The reason for this is they have the scale to book all of TSMC's processing capacity for a new node. The AMDs of the world have to wait a year to receive the scraps while Apple move to the next TSMC node.
The reason for this is they have the scale to book all of TSMC's processing capacity for a new node. The AMDs of the world have to wait a year to receive the scraps while Apple move to the next TSMC node.