2 ms·

I'm not sure that's accurate. It seems more like Apple is allowing TMSC to be the ones that get to stay in the lead and develop experience and that that's a cos

I'm not sure that's accurate. It seems more like Apple is allowing TMSC to be the ones that get to stay in the lead and develop experience and that that's a cost that Apple has to pay in order to be first to market with this new technology.

robocat 3y ago
Perhaps Apple is lending TSMC large amounts of cash to buy equipment, plus signing supply agreements, plus giving Apple access to first tapeouts. Apple has cash and needs to invest it, and Apple doesn't want to bring cash back to US (taxed) and the loans would stay on Apple's balance sheet as assets?