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My thought is margin is low on apple but volume is high. They also are a good partner helping to push the process forward. AMD and NVIDIA are probably more prof
by gpapilion 4y ago
My thought is margin is low on apple but volume is high. They also are a good partner helping to push the process forward. AMD and NVIDIA are probably more profitable than apple for tsmc but volumes are much lower.
I also think the ability to improve tier prices as fast as they have is directly related to apple’s volumes.