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JKCalhoun 4 hours ago

How do they not have the resources? Certainly they have the cash resources.

At this point it would be corporate suicide if they were not outlining a strategy to own their own fab(s).

bob1029 3 hours ago | parent [-]

> Taiwan Semiconductor Manufacturing Co. plans to spend a record of up to $56 billion this year to feed the world’s insatiable appetite for chips, as it grapples with pressure to build more factories outside Taiwan, especially in the U.S. [0]

Apple has less cash available than TSMC plans to burn this year. TSMC is not spending 50 billion dollars just because it's fun to do so. This is how much it takes just to keep the wheels on the already existing bus. Starting from zero is a non-starter. It just cannot happen anymore. So, no one in their right mind would sell Apple their leading edge foundry at a discount either.

There was a time when companies like Apple could have done this. That time was 15+ years ago. It's way too late now.

[0]: https://www.wsj.com/business/earnings/tsmc-ends-2025-with-a-...