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Why? Don't they benefit tremendously from building (mostly) on an ultra-competitive, near-commodity components market? When they want something strategic (Reti
by twoodfin 10y ago
Why? Don't they benefit tremendously from building (mostly) on an ultra-competitive, near-commodity components market?
When they want something strategic (Retina screens, custom ARM) they make a big investment, but I can't see how getting directly into the fab business gives them any kind of long-run advantage.