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> Fourth, if TSMC is unavailable they will spin the production somewhere else. Where? Intel would sell them their fabs, but they don't have a process as advan
by smoldesu 4y ago
> Fourth, if TSMC is unavailable they will spin the production somewhere else.
Where?
Intel would sell them their fabs, but they don't have a process as advanced as TSMC 5nm. Samsung might be able to compete, but their yields are wickedly low and still slightly behind TSMC. GlobalFoundries might accept Apple as a customer, but then we'd basically have two Qualcomms.
What is Apple's plan-b for Taiwan?
- jjtheblunt 4y agoIsn't TSMC building outside Taiwan, to your point? https://www.tomshardware.com/news/tsmc-fab-21-arizona https://www.tomshardware.com/news/tsmc-fab-21-arizona
- slaw 4y agoIt is only 20000 wafers per month on 5nm. Only 5nm factories in Taiwan make 150000 wafers per month. https://wccftech.com/tsmc-boosts-5nm-production-to-150000-wafers-month-amidst-strong-demand/ https://wccftech.com/tsmc-boosts-5nm-production-to-150000-wa...