Apple and Huawei were typically TSMC’s biggest customers and both those companies have been on the bleeding edge driving process technology (typically adopting

Apple and Huawei were typically TSMC’s biggest customers and both those companies have been on the bleeding edge driving process technology (typically adopting the new node 1 year before everyone else). With the Huawei ban, it’s unclear if their absence as a TSMC customer will affect 3nm. I don’t see AMD having a broad enough portfolio or deep enough pockets to chase the leading edge nodes in the same as Apple and Huawei.