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I’ve worked for a couple places where we as a vendor we’re not given the respect and/or margins that the customer’s road map demanded. It was lousy watching customers crow about us while we were going bankrupt. If a deal is too good to be true, it probably is.

I’m not claiming Apple respects TSMC more than Qualcomm does (but does Qualcomm respect anybody? They are practically the bad guys in any number of stories), but this is what respect would probably look like.

Speaking of Qualcomm, Apple is trying to compete with them on radio chips, so leaving TSMC probably works to that goal.



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