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> With Apple's cash war chest, they can afford everything. Including TSMC's price. When push comes to shove, accepting the price hike would likely be the chea
by meragrin_ 4y ago
> With Apple's cash war chest, they can afford everything.
Including TSMC's price. When push comes to shove, accepting the price hike would likely be the cheapest option.
- 0x457 4y agoApple is about long-term. Short-term, yes, accepting the hike is the cheapest. However, it opens you up for future price hikes. Yeah, they can't just switch to Samsung or acquire and uplift GloFo, join venture with Intel also won't work. Long-term, though, they can start working on this.