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by gonehome 1878 days ago
If I was Apple getting out of the Chinese supply chain would be a priority - if only to have some leverage with a second option.

It seems like a pretty high risk situation for them and has chilling effects elsewhere (content restrictions on Apple TV). It also damages their brand ethos around privacy. CCP pressure on Taiwan and TSMC is also a concern I'd be thinking about if I was them.

1 comments

TSMC is the scariest thing in my mind.

I wish Apple or govt would fund similar fab/s in the US - hell just build it with stimi or huge tax breaks and TSMC can still hold the IP and profit, just have enough onshore knowledge to run it in isolation if needed.

CCP hitting TSMC in their first strike would be a hell of a whammy, even if mutually destructive.