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I'm saying TSMC makes non-Apple chips as well, so Apple isn't enjoying as defensible of a moat when it comes to silicon as their marketing wants you to believe.

I'm saying TSMC makes non-Apple chips as well, so Apple isn't enjoying as defensible of a moat when it comes to silicon as their marketing wants you to believe. We are in agreement.

mdellabitta 6y ago
But the point is that manufacturing has become commodified. If TSMC doesn't work out, there are other fab companies to use.