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Didn't Apple already lock up the 'good stuff' from TSMC?


It was reported Apple bought most of the immediate TSMC next-gen node production. This does indirectly helps Intel, since Apple is not a direct competitor. However, even TSMC current-node is very competitive, and the core logic still holds:

Any fab time Intel buys is a chip AMD can't make. Since Intel is so much larger, they can significantly hurt AMD merely by outbidding them, and eventually still make profit. This is so effective I'm not sure this should have been allowed...


Apple and Intel have both contracted the 'good stuff' from TSMC, to GP's point.

https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-a...




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