I hope Intel get their act together and start manufacturing ARM chips designed by Apple for Apple. Competition will push TSMC even harder to innovative faster to stay ahead.
Apple has the money so Apple gets the node which makes Apple more money and everybody else has to wait.
In other words, I'm really curious what the landscape will look like once Apple, Intel and AMD are all on the same node. I reckon x86 still has some life in it yet, a processor with AMD's IPC enhancements and Intel's process enhancements would cleanly smoke the ARM competition. It just remains to be seen if Intel or AMD will be the first to get there...
Production can continue to scale up, and there’s massive spending to increase US capability due to the Taiwan situation. Apple obviously still have the money to throw around but I’m sure TSMC want to tread incredibly carefully here with regards to making their products available to more customers. Being an Apple-exclusive fab is lucrative in the short term but encourages your other customers to look for supply elsewhere, which is an existential risk to your dominance.