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Apple reports fourth quarter results

(www.apple.com)
176 points mfiguiere | 6 comments | 30 Oct 25 20:34 UTC | HN request time: 0s | source | bottom
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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 #
nomilk ◴[30 Oct 25 21:38 UTC] No.45765677[source]▶
Had to look up what TSMC meant (Taiwan Semiconductor Manufacturing Company).

What would Apple's next best option be if a war rendered TSMC unavailable?

replies(4): >>45765712 #>>45765755 #>>45766068 #>>45766664 #
1. 45764986 ◴[30 Oct 25 22:17 UTC] No.45766068[source]▶
If a war rendered TSMC unavailable it would crash the global economy. There is no next best option.
replies(1): >>45777073 #
2. astrange ◴[31 Oct 25 21:47 UTC] No.45777073[source]▶
Samsung, Intel, SMIC are not incredibly far behind. TSMC is the best because we (the US and its customers) trust them more than its competitors and so fund its R&D and license them more exclusive technologies.
replies(1): >>45777513 #
3. dontlaugh ◴[31 Oct 25 22:42 UTC] No.45777513[source]▶
SMIC in particular have made very quick progress. They’d probably match TSMC first in such a scenario.
replies(2): >>45777779 #>>45783911 #
4. ta9000 ◴[31 Oct 25 23:18 UTC] No.45777779{3}[source]▶
In case of a war, SMIC would likely also be unavailable.
replies(1): >>45783933 #
5. astrange ◴[01 Nov 25 18:14 UTC] No.45783911{3}[source]▶
No they haven't, they're just trying to show off by running older processes with high failure rates very hard to make it look like they can keep up.

We're not giving them EUV and they can't reinvent it, so they're stuck.

6. dontlaugh ◴[01 Nov 25 18:16 UTC] No.45783933{4}[source]▶
Unavailable to whom exactly?