I’m arguing against this statement. I don’t think it’s true.
“ You're looking in the wrong place. The magic comes from TSMC, not Apple.”
My point is a good process is necessary but not sufficient to make a part competitive with Apple on performance per watt. There’s a lot of “magic” to go around.
I think the argument is that Apple would have significantly less magic were it not for TSMC, which seems to be correct regardless of process or design (vertical integration).
I’m arguing against this statement. I don’t think it’s true.
“ You're looking in the wrong place. The magic comes from TSMC, not Apple.”
My point is a good process is necessary but not sufficient to make a part competitive with Apple on performance per watt. There’s a lot of “magic” to go around.