$Taiwan Semiconductor Manufacturing(TSM)$ While $Apple(AAPL)$ contributes a large portion of TSMC’s revenue, this relationship is mutually beneficial, with Apple relying on TSMC for its proprietary chip designs. The notion that Apple might shift to $Intel(INTC)$ ’s foundries is speculative and unlikely, given Intel's history of production challenges and TSMC’s proven capacity. Additionally, TSMC’s valuation reflects its unparalleled position as the primary supplier of advanced chips in a market with insatiable demand for semiconductors, driven by AI, 5G, and automotive applications.
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