Apple has enough cash on hand to literally pay upfront for TSMC or GlobalFoundries to expand enough to handle Apple's needs. (Apple tends to pay others to set

Apple has enough cash on hand to literally pay upfront for TSMC or GlobalFoundries to expand enough to handle Apple's needs. (Apple tends to pay others to set up this kind of capacity rather than build their own because they don't like being stuck with the long-term upkeep on these uber-expensive facilities). It wouldn't be cheap and it would hurt like hell while they got set up, but it would equally cripple Samsung as their own component costs exploded from all of the suddenly idle capacity in their own foundries. It's enough of a nuclear war scenario that I can't imagine either side is eager to pursue it.