alt Hacker NewsSemiconductor manufacturing is not an incremental step for Apple. It's an entirely new kind of vertical. They do not have the resources to do this. If they could they would have by now.
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Designing CPUs also wasn't their core business and they did it anyway. Apple probably won't care that much about price hikes but if they ever feel TSMC can't guarantee steady supply then all bets are off.
I wonder what will happen in future when we get closer to the physical "wall". Will it allow other fabs to catch up or the opposite will happen, and even small improvements will be values by customers?
How do they not have the resources? Certainly they have the cash resources.
At this point it would be corporate suicide if they were not outlining a strategy to own their own fab(s).
They could buy global foundaries and pour in a pile of cash, 5 years later they’d have something useful
Or they could buy out Intel and sell off their cpu design division