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Why 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
by michaelt 9mo ago
Why 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 9mo 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.