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> "Apple $3463 - no chance." Owning their own fabs would save them whatever hefty premium they are paying TSMC, the exact same way that moving off of x86 saved
by ThrowawayR2 2y ago
> "Apple $3463 - no chance."
Owning their own fabs would save them whatever hefty premium they are paying TSMC, the exact same way that moving off of x86 saved them whatever premium they were paying to Intel.
> "Microsoft $3213 - Plausible."
They're not a hardware company at heart and would crater Intel just as surely as they cratered Nokia. Same goes for Google, Amazon, and Facebook.
- newprint 2y agoyou know how much money you have to pour into semi R&D to keep up and how much hardware Apple has to produce & sell to justify that cost ?
- ThrowawayR2 2y agoYou know how much money Apple had to pour into processor R&D to build something competitive with x86? That bet paid off for Apple in the form of the M1 and its successors. Intel is still profitable so they're covering their own R&D cost and they're still in second place in process technology. TSMC is undoubtedly charging a hefty margin for their cutting edge fab process so the economics might work out for Apple doing its own fabbing.