TBH Im surprised they havent already bought one of these companies.
replyThere is zero chance Taiwan or South Korea would allow this. It would be blocked on National Security grounds for each respective company/country.
replyIt might actually serve as an insurance policy of sorts.
replyI 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.
reply(Interestingly enough, I think PRC and ROC are combined in public financials.)
Does not seem to be helping AWS data centers in Middle East.
replyWhy would they want that on their balance sheet?
replyAlso 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.
I don't think they would be able to buy any of these. It would have been blocked by multiple regulators.
replyThey've had a great deal of success playing them off against each other.
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replybecause their entire thing is to focus on a few product lines... I'm not surprised at all
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