I wrote that very badly. What I wrote came out to be about a diverse customer base which is obviously a good thing. What I meant to talk about was "predictable

I wrote that very badly. What I wrote came out to be about a diverse customer base which is obviously a good thing. What I meant to talk about was "predictable demand". Being able to know your exact order profile for a lead time of years is very valuable in manufacturing. That said, Apple probably just invested money in their 3nm in exchange for priority (or similar) and maybe TSMC is being a bit short sighted.