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That's exactly how it is supposed to work and Apple has outspent competitors for ages getting prio. TSMC isn't running a charity, it sells capacity to the high
by epolanski 10mo ago
That's exactly how it is supposed to work and Apple has outspent competitors for ages getting prio.
TSMC isn't running a charity, it sells capacity to the highest bidder.
Of course customers as big as Apple will have a relationship and insane volumes that they will be guaranteed important quotes regardless.
- michaelt 10mo agoWhy should it be short term, though? If it takes 4 years to build a new fab and Apple is willing to commit to paying pay the price of an entire fab, for chips to be delivered in 4 years time - why not take the order and build the capacity?
- epolanski 10mo agoI mean, these things are likely already written down and Apple still gets lots of capacity for the reasons you mention. But Nvidia has also spent billions/year in TSMC for more than a decade and this just keeps increasing.