I expect it would be more likely they’d just go straight to ASML and start building their own fabs. That said, they may see enough value in their TSMC deal that it’s simply not worth what would be an eye-watering outlay for something that in the end may not really save them all that much.

It’s probably not seen as a bad thing internally that other rivals aren’t able to get on 3nm either, which wouldn’t be true if Apple weren’t buying up the supply.