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readitalreadytoday at 12:40 AM1 replyview on HN

Apple doesn't own TSMC. TSMC is putting Apple in the back burner in favor of Nvidia and other high margin companies.

They are literally being limited by TSMC (as well as the DRAM makers) because they don't have their own fabs.


Replies

seanmcdirmidtoday at 2:32 AM

It isn’t that simple: Apple made strategic investments in TSMC, and actually fronted the money for many of the fabs making their chips.