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Bigger and bigger risk to build state of the art fabs if TSMC/Samsung are just going to beat you anyways https://en.wikipedia.org/wiki/Moore%27s_second_law htt

Bigger and bigger risk to build state of the art fabs if TSMC/Samsung are just going to beat you anyways https://en.wikipedia.org/wiki/Moore%27s_second_law https://en.wikipedia.org/wiki/Moore%27s_second_law

Skunkleton 6y ago
Bigger and bigger risk for the likes of Apple and AMD depending so totally on TSMC. I don't see how this dependency benefits them in the long run.
- bluescrn 6y ago
  Apple seems strangely unaffected by the chip shortage, with a seemingly-plentiful supply of new iPhones, iPads, and M1 Macs.
  - PhantomGremlin 6y ago
    It's affecting even Apple. But not to a great extent. https://www.macrumors.com/2021/04/08/ipad-macbook-production-postponed-nikkei/ https://www.macrumors.com/2021/04/08/ipad-macbook-production...
- agloeregrets 6y ago
  Apple is less harmed than AMD. TSMC basicly is Apple Taiwan, without Apple as a customer paying for R&D and providing custom 5nm designs to build and push R&D, TSMC has no business. Apple is an ensured sale with very long term contracts in place (> 5 years). By time any contract expires, Intel will have caught up.