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I think Apple is in some ways a better customer for TSMC than AMD is. Apple has far longer lead times than AMD since they're producing a fully assembled system
by bcrl 6y ago
I think Apple is in some ways a better customer for TSMC than AMD is. Apple has far longer lead times than AMD since they're producing a fully assembled system. AMD seems to be short on supply with the launch of every new generation, and it feels like they have been underestimating demand. It's a good problem to have, but difficult to handle without having piles of cash on hand.
- pengaru 6y agoFor TSMC? perhaps. For customers? Absolutely not. I have zero interest in a future where Apple produces the only general purpose computers containing state of the art silicon.
- CameronNemo 6y agoI would think TSMC also wants a diverse CPU design market. The higher competition decreases design margins, leaving more profit margin for the comparatively monopolized fabrication.
- davrosthedalek 6y agoIt would be terrible news if a new CPU/GPU is not in short supply at launch. The short-term short supply generates the long-term short supply :)