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by ethbr0 1355 days ago
No. It's impossible to trade (even infinite amounts of) money for calendar time or supply access.

Any moves Apple made now would wind their way through ASML et al., through fab construction and qualification, and then finally adapting their chips to a new process.

They could pull the trigger on the Power to Intel because they'd spent a decade+ of contingency planning, OS/app support, and acquisitions.

This isn't like that.

1 comments

Can we be sure Apple hasn't been quietly building a fab or at least fab expertise somewhere in the bowels of Cupertino? Do we have enough insight into ASML to be sure they haven't purchased even older fab equipment?
This is what the TSMC construction site in Arizona looks like.

https://www.bizjournals.com/phoenix/news/2022/05/26/tsmc-pho...

They’re probably not hiding something like that in Cupertino.

It’s in basement level 2 under the mothership, directly under the Apple Car test track on basement level 1
Not even a reality distortion field can make something bigger on the inside. :D