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> They won't keep the fab advantage. The money TSMC gets from Apple will contribute to improving production, which will also benefit other TSMC customers. Just
by gsnedders 6y ago
> They won't keep the fab advantage. The money TSMC gets from Apple will contribute to improving production, which will also benefit other TSMC customers. Just like Apple buying most of the world's supply of NAND chips a couple of years back did not kill the market.
And unquestionably TSMC now has much more 7nm capacity for sale than they would have if Apple were vertically integrated and owned their own fabs.