March 09, 18:33

Интересный разбор взаимоотношений китайского завода TSMC и компании Эппл. Буквально симбиоз, где эппл получает передовое производство чипов, а TSMC партнера, который готов много покупать и много платить за предсказуемое качество semiconductor.substack.com/p/the-apple-tsmc-partnership

The Apple-TSMC Partnership

The TSMC-Apple partnership has been one of the defining relationships of the mobile computing era. Without Apple as a predictable, high volume and demanding customer, it is unlikely that TSMC would have been able to catch up to Intel on advanced node semiconductor manufacturing. Similarly, without the support of the TSMC ecosystem, it is unlikely that Apple would have been able to become a pre-eminent chip design house, let alone support the massive manufacturing scale required for its products.