I just saw something about this. The reason Apple hasn't been impacted is because their sales have been dropping for the past few years on iPhones and other devices. That trend hasn't changed during the pandemic. While many of the other players predicted drops during the pandemic, and initially it did, that demand dramatically increased, especially in the desktop market (AMD, Nvidia, etc). It is hard to fault companies from predicting the massive increase in a market that has been decreasing for decades(?) now. There is limited capacity at TSMC and Samsung. They leave buffer, but that was quickly consumed because almost everyone needed more capacity. It takes potentially years to increase capacity (build a new fab, etc), they have no room to allow any companies to adjust their capacity reservations.

So at the end of the day, it isn't that Apple was necessarily better...their demand just didn't change and continued the downward trend in certain product areas, giving them breathing room.