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The risk that TSMC doesn't deliver on node improvements / deliver the relevant SoCs in the required numbers. And if you think that risk is small / nil I would
by klelatti 4y ago
The risk that TSMC doesn't deliver on node improvements / deliver the relevant SoCs in the required numbers.
And if you think that risk is small / nil I would point you to Intel's recent track record.
And just to point out that Apple actually does bear the risk you've highlighted as Itanium was a design (which Apple does) not a manufacturing failure.
- lotsofpulp 4y agoThere is also risk that sufficient consumers do not want to buy Apple’s products at a sufficient price premium to offset the price premium that Apple paid to TSMC.
- klelatti 4y agoGood point!
- ohgodplsno 4y ago
- wmf 4y agoFor a specific recent example of this risk we can look at Nvidia who put down huge deposits for N4 wafers and now doesn't have enough customer demand for those chips.
- ohgodplsno 4y ago
- colinmhayes 4y ago> Oh no, the company that never failed a delivery might fail the delivery! Such a risk You could say the same thing about Intel until they blew it with 10nm. Who knows what the future holds
- klelatti 4y agoExactly. Also blaming Intel's process problems on Itanium (discontinued 2011) is - well an interesting perspective!