Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by sigmoid10 on Tuesday October 13, 2026 @09:34AM
(#50071513)
Apart from straight up buying TSMC's or Samsung's fabs I don't see a way of building a vertically integrated high-end chip supply chain for Apple. At least not on timeframes measured below a decade. And on those time frames the current supply issues will probably be resolved by companies who put all their effort into it instead of just tweaking their bottom line.
[ Parent
| on HN ]
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by alt227 on Tuesday October 13, 2026 @09:54AM
(#50071809)
TBH Im surprised they havent already bought one of these companies.
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by ecshafer on Tuesday October 13, 2026 @10:44AM
(#50072551)
There is zero chance Taiwan or South Korea would allow this. It would be blocked on National Security grounds for each respective company/country.
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by jacquesm on Tuesday October 13, 2026 @11:03AM
(#50072853)
It might actually serve as an insurance policy of sorts.
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by lostmsu on Tuesday October 13, 2026 @01:09PM
(#50075126)
Does not seem to be helping AWS data centers in Middle East.
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by nxobject on Tuesday October 13, 2026 @04:21PM
(#50078097)
I actually see the logic there: Apple as a “harmless consumer device company” is probably one will remain very geographically diversified in the long run, between the China and America markets.
(Interestingly enough, I think PRC and ROC are combined in public financials.)
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by bel8 on Tuesday October 13, 2026 @10:07AM
(#50072015)
I don't think they would be able to buy any of these. It would have been blocked by multiple regulators.
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by bensyverson on Wednesday October 14, 2026 @09:27AM
(#50087459)
I think they may eventually be able to buy the US TSMC facilities and assets.
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by macintux on Tuesday October 13, 2026 @09:56AM
(#50071841)
They've had a great deal of success playing them off against each other.
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by r_lee on Tuesday October 13, 2026 @09:57AM
(#50071851)
because their entire thing is to focus on a few product lines... I'm not surprised at all
Re:A Dynamic and Distributed Virtual GPU Cloud Built on Idle...
by reachableceo on Tuesday October 13, 2026 @04:16PM
(#50078026)
Why would they want that on their balance sheet?
Also they have the ability to put in sufficiently large amount purchase orders to buy up whatever capacity they want.
Even at ludicrous markup prices from TSMC, ifs going to be orders of magnitude cheaper than in house a fab.