[rodgerd]

> They’ve vertically integrated everything else, and they’ve had great success along the way.

Why would they want to get into the low-margin, high-risk part of their supply chain, the bit where you can sink billions of dollars and have the value wiped out by a poor choice?

[threeseed]

Especially when semiconductor manufacturing has become a major geopolitical flashpoint between China, EU, US etc.

Apple would be insane to get into the middle of it.