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Either way conceding manufacturing of their flagship products to their competitor is not without consequence, and shouldn't be their primary preference - it's t
by mythz 6y ago
Either way conceding manufacturing of their flagship products to their competitor is not without consequence, and shouldn't be their primary preference - it's their contingency plan, as it should be.
- klelatti 6y agoSure, their primary preference would be to use in-house, but their flagship products today are being built using either an old or a problematic process node and that's a big problem that is not going to get sorted in 6 months. Reading the earnings call I think its reasonably clear that they will be going outside for at least some of their manufacturing - the 'contingency plan' is really around what happens if things get worse.