Comments by "shazmosushi" (@shazmosushi) on "How Apple Changed TSMC" video.

  1. You mentioned Taiwanese contract manufacturing firms Foxconn, Pegatron and Wistron, which are used by literally all the companies in the world, from Apple, to Nintendo, to HP etc. There's probably an interesting story as to why most of the world's best electronics assembly firms are based in Taiwan. (Well except for Samsung, which owns and operates all their overseas factories, whilst being competitive with TSMC in semiconductors fabrication and being highly competitive consumer electronics company that happens to be the world-leader in OLED displays and flash memory. Samsung really impresses me by the way)
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  2. New video from YouTube's most underrated channel? Time to stop what I'm doing and watch it :)
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  3. For those reading, here are those videos: "Taiwan's Biggest Company - Foxconn" : https://www.youtube.com/watch?v=LytEuoS87EA "TSMC vs Samsung Foundry - The Billion Dollar Rivalry" : https://www.youtube.com/watch?v=D4L1IdbQyLg
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  4. 9:45 That same argument was made about NVidia (maker of high-end graphics processors) buying ARM (the creator of the CPU reference designs which other companies like Qualcomm, MediaTek, Samsung license, modify into their Snapdragon, Exynos etc chips), yet NVidia still bought ARM for $40 billion. Apple has $200 billion in cash on hand and more importantly they have a $2 trillion market capitalization. Raising $500 billion in cash (and debt) to buy TSMC outright is definitely possible. Especially if they guarantee TSMC will stay in Taiwan. The move would have anti-competitive undertones, but in my opinion so does NVidia's buying ARM.
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