Why do you think TSMC's production being in Taiwan is basically a national security issue for the U.S. at this point?
Apple Silicon might not be that special from an architecture perspective (although treating integrated GPUs as appropriate for workloads other than low end laptops was a break with industry trends), but it’s very special from an economic perspective. The Apple Silicon unit volumes from iPhones have financed TSMC’s rise to semiconductor process dominance and, it would appear, permanently dethroned Intel.
Update: To give an idea of the scales involved here, Apple had iPhone revenue in 2024 of about $200B. At an average selling price of $1k, we get 200 million units. Thats a ballpark estimate, they don’t release unit volumes, AFAIK. This link from IDC[1] has the global PC market in 2024 at about 267 million units. Apple also has iPads and Macs, so their unit processor volume is roughly comparable to the entire PC market. But, and this is hugely important: every single processor that Apple ships is comparable in performance (and, thus, transistor counts) to high end PC processors. So their transistor volume probably exceeds the entire PC CPU market. And the majority of it is fabbed on TSMC’s leading process node in any given year.
I hate apple but there is obviously something special about it