alt Hacker News> Novelty applications like "performance smartphone hardware" will have to wait on the sidelines.
A quarter of your revenue isn't a "novelty".
> Apple is by far TSMC’s largest customer, accounting for 23% of the Taiwanese chipmaker’s almost $72 billion in revenue in 2022.
You don't throw away a long term partner over short term AI bubble gains if you intend to be a long term business.
You're right that money talks. I just think you're forgetting which side has more leverage in this game.
Apple is most certainly not being thrown away, merely asked to compete at the market price if they want the latest node. Anything else is wasted money from TSMC's perspective, they still make legacy nodes Apple can perfectly well use for the iPhone if they want to save cash.