A US investment site argues TSMC is the better buy than Apple right now — good news for chip investors, less so for Apple shareholders.

• Apple's new A20 Pro chip for the iPhone 18 Pro and the foldable iPhone Duo is built on TSMC's 2-nanometer process, packing more power into less space while using less battery.
• Apple is seen as falling behind in AI, and Apple Intelligence still hasn't pushed people to upgrade their phones.
• Nvidia has passed Apple as TSMC's biggest customer as AI data-center buildouts accelerate, which could weaken Apple's bargaining power.
• TSMC is growing revenue faster than Apple and trades at a lower valuation, so Apple's stock looks expensive by comparison.

Outlook: If the AI data-center boom keeps running for years as expected, TSMC is positioned to deliver better returns than Apple over the next few years.