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epolanskiyesterday at 6:47 PM1 replyview on HN

That's exactly how it is supposed to work and Apple has outspent competitors for ages getting prio.

TSMC isn't running a charity, it sells capacity to the highest bidder.

Of course customers as big as Apple will have a relationship and insane volumes that they will be guaranteed important quotes regardless.


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michaeltyesterday at 7:15 PM

Why should it be short term, though?

If it takes 4 years to build a new fab and Apple is willing to commit to paying pay the price of an entire fab, for chips to be delivered in 4 years time - why not take the order and build the capacity?

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