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Or he feels like Apple has a much larger moat than TSMC. At the end of the day, TSMC is a very expensive contract manufacturer. Nothing more.

• scarface74 4y ago
  You don’t know much about chip manufacturing and the expertise and logistics required do you?
  • newsclues 4y ago
    To say they are just a contract manufacturer, and not a R&D powerhouse does illustrate that. TSMC isn't a factory, it is a group of people who know how to design, build and operate the most advanced chip factories.
    • gimme_treefiddy 4y ago
      > how to design This is different than what Intel/AMD/Nvidia/Apple does when designing their own chips, right?
      • scarface74 4y ago
        Yes it’s very different. The competencies needed to design a chip and manufacturer a chip at scale reliably takes a different set of competencies. Even designing different types of chips require different competencies. Apple couldn’t just design a graphics chip to compete with Nvidia and infamously, Intel couldn’t design a modem chip to compete with Qualcomm
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