Most every time whenever these "analysts" use their additional channel checks and supply chain sources" to predict Apple's big picture plans they entirely wrong.
How they get paid for being wrong all the time is beyond me.
And i woud love to know where they get "TSMC appears unwilling to accept margins short of 40 percent."
Which is it, they are or they are not. There is no "appears".
If they are not in room with Tim Cook and TSMC CEO, it's BS.