3 ms·
No. It's impossible to trade (even infinite amounts of) money for calendar time or supply access. Any moves Apple made now would wind their way through ASML et
by ethbr0 4y ago
No. It's impossible to trade (even infinite amounts of) money for calendar time or supply access.
Any moves Apple made now would wind their way through ASML et al., through fab construction and qualification, and then finally adapting their chips to a new process.
They could pull the trigger on the Power to Intel because they'd spent a decade+ of contingency planning, OS/app support, and acquisitions.
This isn't like that.
- bombcar 4y agoCan we be sure Apple hasn't been quietly building a fab or at least fab expertise somewhere in the bowels of Cupertino? Do we have enough insight into ASML to be sure they haven't purchased even older fab equipment?
- ras3022 4y agoThis is what the TSMC construction site in Arizona looks like. https://www.bizjournals.com/phoenix/news/2022/05/26/tsmc-phoenix-construction-progress-may-2022.html https://www.bizjournals.com/phoenix/news/2022/05/26/tsmc-pho... They’re probably not hiding something like that in Cupertino.
- sixstringtheory 4y agoIt’s in basement level 2 under the mothership, directly under the Apple Car test track on basement level 1
- ethbr0 4y agoNot even a reality distortion field can make something bigger on the inside. :D