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Re:Apple accidentally left Claude.md files Apple Support app by Wowfunhappy on Friday May 01, 2026 @10:31AM (#47975234)
Also: Before, Apple was dependent on Intel (whose "product" is an integrated chip design and the fab to make it). Now they're dependent on TSMC (whose "product" is a fab). I'm... not really sure they've reduced their dependence? If TSMC starts falling behind Intel--which doesn't seem likely, but what happened to Intel didn't seem likely two decades ago--Apple will be stuck.
Re:Apple accidentally left Claude.md files Apple Support app by GeekyBear on Friday May 01, 2026 @01:54PM (#47977830)
TSMC does have competitors.

Intel is already being evaluated to fab Apple's entry level chips, if they can meet performance, energy efficiency, and production targets.

Re:Apple accidentally left Claude.md files Apple Support app by Wowfunhappy on Friday May 01, 2026 @03:00PM (#47978695)
Sure, but Intel has/had competitors too.
Re:Apple accidentally left Claude.md files Apple Support app by GeekyBear on Friday May 01, 2026 @03:20PM (#47978965)
Sure, and Apple very successfully competed with Intel when it came to chip design.

With fabs, other companies can still compete, but you absolutely require a partner with deep pockets to place big orders, since the costs have grown exponentially.