oh, darn. my least favorite walled garden / vertical monopoly / rentseeker will have to raise prices. I'm sure they can spin this as a quality improvement.

Taiwan's TSMC foundries are their nuclear currency: they must keep them to remain protected by others, and yet the others didn't completely build interchangeable and resilient capacity elsewhere to do what essential for them that they had the money to do.

So now Apple, Nvidia, AMD (possibly), and most car manufacturers will be up a creek without a paddle when China invades in 1-2 years. That is unless China's Xi is bluffing to mollify domestic war hawks and reunification zealots by going through the motions of building an army of war machines without intent to use them, but I don't think that's probable. It's possible that Trump already made agreements with Xi to cede "Oceania" if they allow the US to take Greenland and South America for empire-building neocolonialism.

Apple could afford building their own fab couldn't they?

Didn't someone cancel the chips act...

wild to me these two companies have always been at odds and it is playing out on an even bigger stage now.

what a strange world, guess iPhones will cost a million bucks now

Prayers for Apple

Laughs in Intel.

Well, someone is tasting a bit of their own medicine.

ugh dark mode