[alimov]

> Some companies can’t afford to use TSMC’s latest and greatest silicon because big companies have soaked up all the capacity.

Apple is single handedly bankrolling the latest and greatest from TSMC. If it wasn’t for them, the latest and greatest would likely be even more expensive/out of reach for “some companies”.

[smoldesu]

Not single-handedly, Nvidia also puts up multi-billion dollar investments in TSMC's fab technology. That's what put them on the 4nm node so early.