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Yeah absolutely. Another huge thing I got some window into at Qualcomm is technical validation. So Apple is going to be looking for proof that the chips deliver
by epberry 4y ago
Yeah absolutely. Another huge thing I got some window into at Qualcomm is technical validation. So Apple is going to be looking for proof that the chips deliver and TSMC is going to be pushing back against high expectations on that front.
- foobiekr 4y agoQualcomm is absolutely brutal as a vendor. They pursue % of revenue deals instead of selling chips at $Y. They can only get away with it for lte/5g because Broadcom and others totally dropped the ball.
- epberry 4y agoYep they are extremely aggressive. The technology is also extremely hard though.