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Apple doesn't make their own chips TSMC does and TSMC generated net income of US$26 billion in 2023.
by klelatti 2y ago
Apple doesn't make their own chips TSMC does and TSMC generated net income of US$26 billion in 2023.
- MrBuddyCasino 2y agoThat is actually a good point - the fab process would turn out to become another weak point (besides the missing moat of ARM) of Intel. There is no way Apple would watch TSMCs leadership year after year and still stick with Intel fabs.
- rsynnott 2y agoDefinitely not; at one point the iPhone chip was actually dual-sourced! https://www.anandtech.com/show/9708/analyzing-apple-statement-for-tsmc-and-samsung-a9 https://www.anandtech.com/show/9708/analyzing-apple-statemen...
- MBCook 2y agoApple hates being beholden to one company. It’s bitten them many times in the past. I suspect if anyone else could keep up with TSMC Apple would still dual source. But between their lead and the benefits of being such a big customer they get first crack at the cutting edge stuff, single sourcing manufacturing probably makes the most sense. And their interests are aligned, unlike their dependencies on MS/Adobe/Motorola/IBM/Intel.