[stephencanon]

Intel obviously has vastly more negotiating power than any of Walmart’s suppliers. This may or may not be true of other fabs, but even in that space there are only a few suppliers and the costs of switching fabs are enormous; that isn’t true when Walmart is searching for a supplier of plastic adirondack chairs.

[cromwellian]

Apple doesn't buy mobile chips from Intel, they buy them from Samsung.