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> TSMC: you'll pay _____ or you can go to the other fab, oh right, you'll pay _____ It wouldn't be easy for Apple to just go to another fab. They'd have to fin
by UncleOxidant 4y ago
> TSMC: you'll pay _____ or you can go to the other fab, oh right, you'll pay _____
It wouldn't be easy for Apple to just go to another fab. They'd have to find another vendor with the capacity and then they'd have to tweak things to match the new fab's design rules. Not trivial for something like M* chips. I suspect Intel would be happy to have Apple in their nascent foundry biz, but not sure they would have the capacity right away and also suspect the design would require a good amount of tweaking to get it in production in an Intel fab.
- mrtweetyhack 4y ago
- dylan604 4y agoThat's the point of the comment I made. TSMC knows that Apple can't just jump ship to another vendor. There isn't another vendor that can do what Apple needs. Currently. As long as that is true, Apple is stuck at TSMC. Apple could say that they will accept the 6% increase, but then lower their investment in new fabs 6%. I honestly don't know which number is bigger.
- fomine3 4y agoI wonder why iPhone 14 non-Pro continue using A15 is related to this price negotiation, instead of supply shortage of 4nm