3 ms·
I don’t imagine Apple views fab technology as a potential differentiator worth the massive investment. This is about diversifying their supply chain as they ha
by twoodfin 6mo ago
I don’t imagine Apple views fab technology as a potential differentiator worth the massive investment.
This is about diversifying their supply chain as they have done all over the place for decades. Displays, for example.
- y3ahd0g 6mo agoThat's why I wrote time will tell. The uncertainty of political order in the near term could make having fabs on their home turf as worth the security. Learn now, collaborate as preparation in case certain criteria politically, financially, are met.
- ua709 6mo agoTSMC fabs on home turf is just as good from a security point of view. But in reality for VLSI at this scale and volume it’s just single supplier in series with single supplier all the way down. You don’t really get security with such a vulnerable supply chain, regardless of ownership.