Apple reserves over 50% of TSMC 2nm capacity for 2026

(dataconomy.com)

3 points | by giuliomagnifico 8 hours ago ago

1 comments

  • robocat 7 hours ago

    This is almost equivalent to private investment, and will allow TSMC to borrow money to invest in growth.

    Apple wants to be anti-competitive.

    I'm surprised Apple don't invest directly (e.g. bonds) given that TSMC is so capital intensive and Apple has the money (and this capacity reservation contract concentrates risk, not diversifies it).