alt Hacker NewsThe article says it’s going on Intel 18a, which has better performance, but worse density/power consumption than TSMC’s comparable node:
https://www.techspot.com/news/106782-intel-18a-found-faster-...
Unless Apple is going to add active cooling or something to the Air, iPad and iPhone, I’d expect more thermal throttling on the intel chips (though the difference isn’t as stark as I assumed — it looks like Intel closed the gap a bit with 18a).
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TSMC's 2nm is much, much higher demand. Apple's probably getting priced-out of the node by Nvidia in much the same way Apple bought out TSMC 5nm before.
Apple's cheaper products and hardware cash cows can't afford to pay that sort of tax, so it makes sense to boot them onto 18A. Those are the binned products that would have been throttling anyways.
The performance / power difference between Intel 18a and TSMC 3nm / 2nm is not going to be that wide. Certainly not enough to require active cooling on phones / tablets. The rumor says they are targeting the M series processors anyway, so probably looking at it for their laptops first where there is active cooling and the power envelope is more forgiving.