Just I explained to President Trump, TSMC when they started they have the Taiwan government as a shareholder. If you look at Japan, you look at Singapore, this is the infrastructure US government get to provide the support.
TSMC is much more excited to give allocation to Graviton than they are to tranium because they view CPU business as more stable long-term growth right and as a company that is conservative and doesn't want to ride cycles of growth too hard you actually want to allocate to the uh the market that is more stable and lower growth rate first before you allocate all the incremental capacity to the fast growth rate market.
Um, just shipping out all the engineers and blowing up the fabs means China has a stronger semiconductor supply chain than the rest of the world, right?
and so I don't think TSMC would kick out Apple. I think Apple will become a smaller and smaller and smaller percentage of TSMC's revenue and therefore be less relevant for TSMC to cater to their demands.
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