Apple increasingly has to compete with other companies for chips made by Taiwan Semiconductor Manufacturing Co. (TSMC), as surging demand for artificial intelligence reshapes capacity and customer priority.

According to a detailed report published by semiconductor analyst Tim Culpan on his blog Culpium, Apple is no longer guaranteed preferential access to leading-edge manufacturing capacity at TSMC, marking a notable change after more than a decade in which Apple’s chips were central to the foundry’s…