A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
Apple uses TSMC’s services because there’s a huge difference between what Apple does (chip design) vs what TSMC does (chip manufacturing).
It wouldn’t be “years of failure and low output”. It would be years of nothing to build the infrastructure and then flip a switch.
No, the failure and low output come AFTER the switch is flipped, unless you get a TON of industry know-how from TSMC. First you have nothing, then you have low yields until you figure out the processes.
Source on TSMC hiring ex-Apple employees lol
Apple uses TSMC’s services because there’s a huge difference between what Apple does (chip design) vs what TSMC does (chip manufacturing).
No, the failure and low output come AFTER the switch is flipped, unless you get a TON of industry know-how from TSMC. First you have nothing, then you have low yields until you figure out the processes.