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by dangus
42 days ago
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Apple almost certainly has entire production lines at TSMC that they effectively own. I don’t really think bringing chip fabrication in-house has any immediate benefit for them. We can observe with Apple’s pricing staying stable that they have some of the best supplier arrangements in the industry. |
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They are literally being limited by TSMC (as well as the DRAM makers) because they don't have their own fabs.