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TSMC is literally Taiwan Semiconductor Manufacturing Co, and I doubt the other leading edge fab clients like Nvidia & AMD would appreciate Apple owning TSMC. I
by posguy 6y ago
TSMC is literally Taiwan Semiconductor Manufacturing Co, and I doubt the other leading edge fab clients like Nvidia & AMD would appreciate Apple owning TSMC.
If anything, this business is too capital intensive for Apple to want to hold a foundry. Why lock yourself into one companies fabs like Intel did when you can pick between TSMC, Samsung, Intel and any other fabs that are competitive at the time?
AMD split off their foundry side. Intel is using Samsung's foundries more and more. Vertical integration does not make sense given the increasing cost of new fabrication nodes.
- qppo 6y ago"the Republic of China" is the official name of the nation that governs the island of Taiwan, I was trying to be a bit facetious. I wanted to say there's no way in hell that the government that continuously faces an existential threat from the communist rulers of mainland China will let go of the single most important business to their national security. Particularly a foreign business that has cozy ties to the Chinese Communist Party and is willing to kowtow to their leadership to access their labor and markets.