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Remember that Intel's fabs are waiting in the wings and that I would bet dollars to donuts that Intel is talking with Apple. TSMC's position in that context is
by outside1234 4y ago
Remember that Intel's fabs are waiting in the wings and that I would bet dollars to donuts that Intel is talking with Apple.
TSMC's position in that context is less strong than you'd imagine, especially since Apple has to be thinking that they want to diversify away from Taiwan and China to avoid "Russia risk" of having their supply shut off to zero suddenly when China does something crazy.
- vineyardmike 4y agoNo way they could switch in under 5 years. TSMC provides design guidance and knowledge that will be deeply embedded in the design of their chips. It’s not like a print shop where you can send over a pdf. I agree with the diversity angle though. Tim Cook seemed really slow to recognize it, but the last few years apple has accelerated shifting manufacturing. India will now be joining China in producing their latest phones (14), which is a big first.
- davidf18 4y ago
- deleted 4y ago[deleted]