> I greatly expect Apple's power to performance advantage to drop significantly, if not be overtaken by the likes of AMD, etc Nope. Apple and AMD both use TSMC

> I greatly expect Apple's power to performance advantage to drop significantly, if not be overtaken by the likes of AMD, etc Nope. Apple and AMD both use TSMC for manufacturing. It's all made by the same factory. AMD does not have the advantage there. Apple buys the most capacity on the most advanced process nodes since they place much bigger orders (Apple also has 10x more cash than AMD).