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The news that dropped TSMC on Friday is as real as nana's spirit up there, looking down at us. Whether Apple actually gives up capacity from TSMC or not is good news for AMD and TSMC. Higher margin production for AMD or continued dominance of Intel's fabs by TSMC.
— ORIGINAL POST ·
TSMC to remain top Apple chipmaker
· r/wallstreetbets
· May 11, 2026