interesting, ty

re: apple getting exclusive access to the best fab stuff: https://appleinsider.com/articles/23/08/07/apple-has-sweethe... . Interesting.

At the same time they have a guaranteed customer who will buy the chips. How many other companies would be willing to try a process with a 30% success rate?

I think Apple helps them with money (loan?) to get some of the equipment or build the new lines. In exchange they get first shot at buying capacity.

And of course Apple is certainly paying for the privilege of the best process. At least more than other companies are willing. And they must buy a pretty tremendous volume across a couple of sizes.

It benefits both companies, otherwise they wouldn’t do it.