[Covzire]

Still they could sell foundry services for any spare capacity, or sell them to another company when it's no longer using them for cutting edge. I'm sure there's a very good reason they're not going that route but I can't help but think the whole world would be better off if the players that can afford it would operate their own fabs.

I guess as long as Apple thinks they can remain the highest bidder at TSMC and China doesn't invade there is no reason to think their supply is threatened.

[simonh]

But who would the be selling that legacy fab capacity to? It would most likely be their competitors, at least in part. I just dont see Apples management being all that enthusiastic about any of that as a business. They put a huge premium in being as focused as possible.