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Apple reports fourth quarter results

(www.apple.com)
176 points mfiguiere | 3 comments | 30 Oct 25 20:34 UTC | HN request time: 0.001s | source
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oxqbldpxo ◴[30 Oct 25 21:15 UTC] No.45765471[source]▶
All these companies depend on TSMC for their life.
replies(4): >>45765560 #>>45765582 #>>45765677 #>>45777141 #
1. seizethecheese ◴[30 Oct 25 21:25 UTC] No.45765582[source]▶
If true, TSMC would command much higher margins. Their net revenue is a fraction of Nvidia or Apple
replies(2): >>45765618 #>>45779238 #
2. trenchpilgrim ◴[30 Oct 25 21:30 UTC] No.45765618[source]▶
TSMC's business is much higher risk, each improvement to manufacturing process is a massive investment that's never a guaranteed success.
3. tyre ◴[01 Nov 25 04:23 UTC] No.45779238[source]▶
TSMC is famous for not taking margin when they could. It’s part of their strategy.