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Apple reports fourth quarter results

(www.apple.com)
176 points mfiguiere | 1 comments | 30 Oct 25 20:34 UTC | HN request time: 0.558s | source
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oxqbldpxo ◴[30 Oct 25 21:15 UTC] No.45765471[source]▶
All these companies depend on TSMC for their life.
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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?

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colechristensen ◴[30 Oct 25 21:45 UTC] No.45765755[source]▶
>What would Apple's next best option be if a war rendered TSMC unavailable?

Onshore TSMC fabs followed by Intel fabs.

Properly motivated, I think Intel and Apple could do a lot relatively quickly.

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1. 45764986 ◴[30 Oct 25 22:17 UTC] No.45766075[source]▶
The supply chain for this simply does not exist.