TSMC 2nm capacity tilts to Apple

- Social analysis says Apple has locked more than 50% of TSMC’s 2nm capacity for iPhone 18 and M6 chips, leaving AMD with roughly 30–40% of early allocation. - The same threads note HSBC commentary that Intel currently has an edge on supply‑chain reliability in some contexts. - The allocation pattern implies tight early 2nm supply, giving Apple pricing and scheduling leverage while increasing supply risk for other customers. (x.com 1) (x.com 2)