TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm mutiny

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.

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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)

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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."

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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.

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Re:TSMC “Apple-first” 3nm policy leads to AMD and Qualcomm m... by sosborn on Friday November 26, 2021 @12:39PM (#29352222)

At no point did I make any argument about Apple.

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