I can see the US can probably force Apple to do that. Nvidia may be a tough sell unless the US puts an embargo on Nvidia. We know that won't happen.
I can see the US can probably force Apple to do that. Nvidia may be a tough sell unless the US puts an embargo on Nvidia. We know that won't happen.
TSMC is top class though, so it's difficult to convince people to use anything else.
edit: OK, maybe I got arm and Nvidia mixed up :)
From a regulation perspective though, it's sus from my point of view but definitely not unheard of in other industries of course.
Reading the article, it sounds like the government agent is pressuring the shareholders of those firms to in turn pressure nVidia and Apple to use those fabs. And it reads like the official didn't mention Intel by name, so par for the course for avoiding scrutiny using the "invisible hand" (/s) of the market.
If only that's all there is to it. This is sort of the media's simplified view for the general public. And well what some people want to talk about.
There are lots of vendors involved with a lot of unique technologies in the mix. If it was so simple everyone would just buy these machines and copy it.
> The machines and process is just about effectively the same
It's clearly different. Apple experienced it first hand many times. Same as Qualcomm. Try ask TSMC and Samsung to manufacture the same design over roughly the same generation and there have been vastly different results.
The article basically answers this question
> However, Nvidia CEO Jensen Huang said during the Goldman Sachs conference that the GPU maker could shift its fab if needed. “In the event that we have to shift from one fab to another, we have the ability to do it. We won’t be able to get the same level of performance or cost, but we will be able to provide the supply.”