4 ms·
> Intel's fabs aren't competitive, period. If there's a 100% tariff on Taiwan made products, I assure you, Intel will be deemed competitive. Apple isn't going
by BeetleB 2y ago
> Intel's fabs aren't competitive, period.
If there's a 100% tariff on Taiwan made products, I assure you, Intel will be deemed competitive. Apple isn't going to double their BOM cost just to eke out another 10-20% in performance.
- talldayo 2y agoApple is one of the only companies in modern existence that could take a 2x hit to their SOC price and still turn an enormous profit on their hardware alone. There are non-Intel options Apple might consider like the TSMC Arizona plant, but Apple would only pick Intel as a fab partner over Tim Cook's dead body. Don't forget that Apple's leadership is basically glued to Trump's hip for this administration. They'll be getting closer to the 25% rate for sure, and that's absolutely feasible with the margins Apple makes.
- BeetleB 2y agoEven if Apple can weather the cost increase, most others cannot. Apple constitutes only 25% of TSMC's revenue.