No 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

No 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.