Quote:
Originally Posted by PB PM
Of course Apple will still have limits, TSMC is already loaded up making chips for, well just about everyone other than Intel. We’ve already seen AMD, and Apple iPhone availability limited by TSMC and Samsung fab space, so at peak demand it is a real issue. The only way for Apple to truly be free from delays would be their own fabs, it’s not like they don’t have the cash.
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Quote:
Originally Posted by kscherer
There is also the experience level required to operate those things, and I don't suspect Apple has that.
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More than that, I think Apple has decided it's just the kind of business they want to get into. They'd rather partner with companies who do, and make appropriate investments.
Speaking of which:
https://www.cnbc.com/2020/05/15/tsmc...p-factory.html