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Yes, but Apple has a habit of also shafting its outsources, like what they did to the UK designers back in the ipod era: as soon as chip design could make them
by ggm 2y ago
Yes, but Apple has a habit of also shafting its outsources, like what they did to the UK designers back in the ipod era: as soon as chip design could make them more money they disintermediated. And now deal direct with the foundry.
ARM holdings annoys me. I wish they hadn't stopped doing fab. The potential weakness for the West dependency on TSMC worries me.
- JumpCrisscross 2y ago> potential weakness for the West dependency on TSMC worries me TSMC, in turn, outsources the entire front end of its value chain to its customers. There is nothing wrong with outsourcing. Boeing is just bad at supply chain management.
- creato 2y agoI think all your other examples are healthier because each step has multiple customers. The Boeing/Spirit arrangement looks more like an accounting gimmick than actual outsourcing.
- dotancohen 2y agoThese factories in question build for three major Western manufacturers: Boeing, Airbus, and Bombardier.
- creato 2y agoHow much though? Somewhere else in this thread someone said 67% of their revenue is from Boeing.
- Brybry 2y agoDid you confuse ARM Holdings with AMD/GlobalFoundries?
- JumpCrisscross 2y ago> Did you confuse ARM Holdings with AMD/GlobalFoundries? No. ARM is fabless. That was an outsourcing innovation not too long ago.
- ggm 2y agoARM were in a jv with apple and a us vlsi fab company. They decided royalties were a better bet longterm.
- Brybry 2y agoWhat I was replying to said: > ARM holdings annoys me. I wish they hadn't stopped doing fab. ~~I thought ARM was always fabless?~~ Edit: I guess I'm somewhat mistaken after reading up on VLSI Technology.