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Thank you. I roll my eyes when someone uncritically states that fabless companies don't get stuck on process. TSMC was basically in Intel's shoes pre-finFET,

Thank you. I roll my eyes when someone uncritically states that fabless companies don't get stuck on process. TSMC was basically in Intel's shoes pre-finFET, so its customers were SOL.

sliken 5y ago
Right, but apple can switch fabs much more quickly than Intel can fix fabs.
- majewsky 5y ago
  Who are they going to go to if TSMC does not have the next node ready when they need it? I only know of Intel and TSMC as far as latest-greatest nodes go, is there anyone else?
  - wmf 5y ago
    Samsung.
    - ksec 5y ago
      Samsung Foundry neither had the leading edge node, yield or capacity for Apple's appetite. Not to mention Apple is extremely worry of IP theft.