[meragrin_]

> With Apple's cash war chest, they can afford everything.

Including TSMC's price. When push comes to shove, accepting the price hike would likely be the cheapest option.

[0x457]

Apple is about long-term. Short-term, yes, accepting the hike is the cheapest. However, it opens you up for future price hikes. Yeah, they can't just switch to Samsung or acquire and uplift GloFo, join venture with Intel also won't work. Long-term, though, they can start working on this.