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> Also with the $200B in cash they had When exactly are you talking about? > $200B would buy at least 5 or more latest-gen chip plants, easily, or at least g
by rapsey 4y ago
> Also with the $200B in cash they had
When exactly are you talking about?
> $200B would buy at least 5 or more latest-gen chip plants, easily, or at least give TSMC all the capital they needed.
$200B and a decade. Also do you think Taiwan is just going to let go of their biggest bargaining chip for a measly $200B?
> If I was Tim Cook, I would have absolutely looked into segmentation. American manufacturing for American customers, Chinese manufacturing for European/Asian customers, Indian manufacturing for Indian customers.
I mean they are doing this as per the article.
- gjsman-1000 4y ago> $200B and a decade. Also do you think Taiwan is just going to let go of their biggest bargaining chip for a measly $200B? Not necessarily a decade. Intel is promising ~4 years for their fabs, and hoping to be online by 2025-ish if I recall correctly. Fab production is also, it seems, going quicker than expected. > When exactly are you talking about? In 2018, Apple's cash pile hit $285 Billion. I was underestimating it. Imagine if they had started building fabs back in 2018 or earlier - they would be coming online, potentially, right now. Which would have been great. > I mean they are doing this as per the article. I'm looking at geopolitics and thinking this could end up being too little too late. https://www.cnbc.com/2018/02/01/apple-earnings-q1-2018-how-much-money-does-apple-have.html https://www.cnbc.com/2018/02/01/apple-earnings-q1-2018-how-m...
- rapsey 4y agoYour point is very strange. Apple did not just suddenly decide in 2018 to manufacture in China. It is what they have been doing for like 10-15 years before that. If you count from iPod on. In mid 2000s it certainly was not an option to manufacture just anywhere and certainly not by them. > Not necessarily a decade. Intel is promising ~4 years for their fabs, and hoping to be online by 2025-ish if I recall correctly. Fab production is also, it seems, going quicker than expected. Ok and how many generations is Intel behind TSMC now and how many will they be in 4 years? You think Apple investors and customers are suddenly going to be OK with a new version of the iphone being worse than its predecessor? To be feasible they can't just catch up, they have to surpass.
- coredog64 4y agoIntel already has plenty of fabs in the US. There are also a number of semiconductor companies with fabs in the US. They might not be as advanced as TSMC, but the infrastructure and workforce is already in place. What is lacking is a desire to dump a bunch of capital into fabs in an industry that has a history of severe boom/bust cycles.
- Maursault 4y ago> In 2018, Apple's cash pile hit $285 Billion. I was underestimating it. Much has changed since 2018. Apple cash on hand for the quarter ending June 30, 2022 was $48.231B, a 21.82% decline year-over-year. Apple cash on hand for 2021 was $62.639B, a 31.12% decline from 2020. Apple cash on hand for 2020 was $90.943B, a 9.56% decline from 2019 Apple cash on hand for 2019 was $100.557B, a 51.67% increase from 2018.[1] [1] https://www.macrotrends.net/stocks/charts/AAPL/apple/cash-on-hand https://www.macrotrends.net/stocks/charts/AAPL/apple/cash-on...
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