Comment by roboror
4 days ago
Yep, that's exactly what they did with TSMC. Foundries don't just build massive production lines and hope someone will use them, even TSMC.
4 days ago
Yep, that's exactly what they did with TSMC. Foundries don't just build massive production lines and hope someone will use them, even TSMC.
Yeah, everyone is focused on TSMC as the company with the secret sauce, but really it’s Apple. Whichever foundry Apple goes with gets the majority of leading edge transistor volume.