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Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do...
Jan 16, 2026
D
Exactly as you say I suppose. It will be under "Income attributable to non-controlling interest" and will be deducted before the "Net...
Jan 16, 2026
D
They may, indeed, make that choice. However, I would caution against setting expectations based on Intel's past behavior. Intel has...
Jan 16, 2026
Re: TSMC and Apple
Was that the real pivot, or was it when Steve Jobs was still around and bought PA Semi? Once Apple went down the...
Jan 16, 2026
Apple in China, a bestselling book by a former Financial Times reporter, argues that Apple helped build China’s electronics...
Jan 16, 2026
Great read, thank you. It is interesting to give full credit to Tim Cook but as an insider I know it was his team who did it. The same...
Jan 16, 2026
FWIW, Chinas trade partners recently:
The majority of China's export trade is at risk.
Compare to Russia, where it's major...
Jan 16, 2026
FWIW, Chinas trade partners recently:
The majority of China's export trade is at risk.
Compare to Russia, where it's major...
Jan 16, 2026
Well, sucks for them. :D
Plus it was on SOI process so that large silicon was even more expensive.
Jan 16, 2026
I do not believe it will happen under the current US administration. My guess is that Taiwan and China will work it out politically and...
Jan 16, 2026
In my opinion this will be mostly a Japan only fab. Rapidus does have an office here in Silicon Valley that is staffed by foundry...
Jan 16, 2026
Great read, thank you. It is interesting to give full credit to Tim Cook but as an insider I know it was his team who did it. The same...
Jan 16, 2026
https://newatlas.com/computers/smht-parallel-processing/
Parallel processing has been done for a long time, is this truly an advance or...
Jan 16, 2026
B
They may, indeed, make that choice. However, I would caution against setting expectations based on Intel's past behavior. Intel has...
Jan 16, 2026
B
$52B-54B capex outlay… how the heck can any company, even another titan like Samsung, keep up with this level of money flowing through...
Jan 16, 2026
Daniel Nenni replied to the thread Did Tim Cook Create China’s Manufacturing Dominance? Three Things “Apple in China” Gets Wrong.Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do...
Xebec replied to the thread Did Tim Cook Create China’s Manufacturing Dominance? Three Things “Apple in China” Gets Wrong.Re: TSMC and Apple Was that the real pivot, or was it when Steve Jobs was still around and bought PA Semi? Once Apple went down the...
Like.
Apple in China, a bestselling book by a former Financial Times reporter, argues that Apple helped build China’s electronics...
hist78 reacted to Arthur Hanson's post in the thread Is this software advance significant? with