Apple has alternative (though may prefer not to) for its chip manufacturing which negates direct risk with TSMC. Sounds as if analysts do not associate or at least take into consideration historical info/data.

Like Buffet, I too have divested TSMC while still holding AAPL, way before news of Buffet making such a move too.

How Investors Should React to Warren Buffett's Sale of Taiwan Semiconductor Stock

Risk tolerance is a factor for both Taiwan Semiconductor's stock and the stocks of its clients.
How Investors Should React to Warren Buffett's Sale of Taiwan Semiconductor Stock

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