5 ms·
Apple is the one company that has proven itself as extremely capable of going more vertical when it is unhappy with its suppliers. This could be a case where if
by tomerico 6y ago
Apple is the one company that has proven itself as extremely capable of going more vertical when it is unhappy with its suppliers. This could be a case where if they don’t fulfill apple’s requests, they could lose Apple completely long term.
- gonzo 6y agoThis. Nobody thought Apple would make its own CPUs (SoCs, really.) Apple is going vertical.
- mensetmanusman 6y agoApple is vertical in design (IP, software) not manufacturing.
- thoughtsimple 6y agoAs far as I know, Apple doesn't manufacture anything. All manufacturing is outsourced. So it isn't likely that they will want to build a fab for several 10's of billions of dollars even thought they probably could.
- sudosysgen 6y agoApple isn't going to be replacing TSMC. It would take a few hundred billion dollars of investment at best.
- theandrewbailey 6y agoApple has deep enough pockets. They could stomach it.
- sudosysgen 6y agoI'm not convinced the advantage it might or might not conter would be worth hundreds of billions of dollars.
- SubjectToChange 6y agoThere is absolutely no way Apple would build their own foundry. You are talking about a yearly investment of five to ten billion dollars, not to mention how long it'd take to actually make it production ready. Technical problems aside, Apple's stakeholders would fire the entire board if they approved something like that.
- deleted 6y ago[deleted]
- jskajakzkjx 6y agoI don’t think shareholders would be very happy to have that money spent on capex instead of paying dividends.