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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: 0.207s | 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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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 #
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 #
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 #
ta9000 ◴[31 Oct 25 23:18 UTC] No.45777779[source]▶
In case of a war, SMIC would likely also be unavailable.
replies(1): >>45783933 #
1. dontlaugh ◴[01 Nov 25 18:16 UTC] No.45783933[source]▶
Unavailable to whom exactly?