Morgan Stanley now projects TSMC’s 2026 revenue mix to lean heavily toward AI leaders: Nvidia at 20%, Apple at 16%, Broadcom at 11%, AMD at 8%, and Intel at 6%. The shift is clear — Nvidia’s weight inside TSMC keeps growing, and that naturally reduces Apple’s leverage on pricing and priority access. This is likely the real reason Apple is warming up to Intel again. As TSMC’s capacity moves deeper into AI, Apple needs a | Stock Sharks

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