Very little is due to Apple's shift away from Intel chips on Mac, but an enormous amount is due to Apple's shift to TSMC-manufactured Apple Silicon on iPhone.

Very little is due to Apple's shift away from Intel chips on Mac, but an enormous amount is due to Apple's shift to TSMC-manufactured Apple Silicon on iPhone. iPhone is largely what created the sustained, predictable volumes for high-end chips that has allowed TSMC flourish, and TSMC is what has allowed AMD's strategy to take flight. If AMD was stuck with GlobalFoundry, they would be nowhere.