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… With the AI boom and huge demand for AI servers, TSMC has more limited capacity for chips made for consumer devices, and Apple has less leverage to convince TSMC to make its chips. …
… "Now that TSMC is doing more business with Nvidia and other AI companies, people with knowledge of the chip supply chain said Apple was exploring whether some lower-end processors could be made by someone other than TSMC," the report said. …
… Samsung is the second Asian firm after Apple supplier TSMC to reach a $1 trillion valuation. …