Apple Now Facing Unprecedented Competition for Chip Supply

Apple increasingly has to compete with other companies for chips made by Taiwan Semiconductor Manufacturing Co. (TSMC), as surging demand for artificial intelligence reshapes capacity and customer priority.
According to a detailed report published by semiconductor analyst Tim Culpan on his blog Culpium, Apple is no longer guaranteed preferential access to leading-edge manufacturing capacity at TSMC, marking a notable change after more than a decade in which Apple's chips were central to the foun