I don't agree at all. Apple would destroy AMD and nvidia in terms of revenue for TSMC, you're deluding yourself if you think otherwise.
You're talking about a company that easily produces 200+ million chips per year. That's not something that AMD or nvidia will ever approach. With that being the case, they (AMD/nvidia) will get the scraps while Apple gets first dibs for everything - I think the biggest ramification is that Apple will have first access to new design nodes such as 20nm, while AMD/nvidia may have to wait.
Edited by xoleras - 6/30/13 at 2:47pm