Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m...
by JumpCrisscross on Thursday November 25, 2021 @11:54AM
(#29342861)
Anyone should prefer lots of customers to a few key ones. The latter have more leverage. They also make one’s metrics risky, as a single defection can swing the firm from profitable to barely eking by.
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Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m...
by sosborn on Thursday November 25, 2021 @01:33PM
(#29343717)
> Anyone should prefer lots of customers to a few key ones.
I think the caveat/variable is "all else being equal or close to equal."
If having 10 customers will net you $10 total per month, and having one large customer will net you $100 per month, it is really hard to justify going with the $10 customers. But if those 10 customers will net you $10 EACH per month, then the 10customers is a better situation.
Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m...
by JiNCMG on Thursday November 25, 2021 @01:56PM
(#29343911)
Yeah but if 1 of your customers offers to prepaid for 10 years of service at the same price you wouldn't turn that away. Allowing you to maintain your other customers. Apple's pre-order of 3nm will get them priority as they ordered it before it was an option. (see Kickstarter)
Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m...
by sosborn on Thursday November 25, 2021 @03:37PM
(#29344772)
As I said, "all else being equal or close to equal."
Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m...
by JiNCMG on Thursday November 25, 2021 @09:25PM
(#29346975)
But it's not and it has been documented. Apple paid for the 3nm process years before TSMC had the fab ready. I'll bet that the moment a new process is available that Apple will invest in it as well.