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There are a lot of companies dependent on TSMC, not just Apple.
by e40 4y ago
There are a lot of companies dependent on TSMC, not just Apple.
- gjsman-1000 4y agoI don't dispute that - but Apple is still on the line the most of any company if TSMC were to become unavailable (in sales, in products requiring TSMC chips, lost sales, Apple Silicon on all of their devices, so forth). Also Apple had the most capital of any company and thus the least excuse for such dependency. 4 years ago, according to CNBC, they had $285 billion in cash reserves. That could've definitely bought some fabs in America that would be coming online right now. NVIDIA still can make parts in Korea if need be, even if they are a generation behind. AMD could be manufacturing on Intel foundries before we know it. Samsung has Exynos in Korea as well, which is better than nothing.
- deleted 4y ago[deleted]