Apple reportedly pre-ordered 80% of TSCM’s initial output of 5nm chips and 100% of its 3nms. Is that a problem?
From Bloomberg’s “Carmakers Face $61 Billion Sales Hit From Pandemic Chip Shortage” posted last month:
When buyers came back, the auto industry didn’t have enough semiconductors. Chip foundries were busy supplying gadget makers.
From “Amid Shortfalls, Biden Signs Executive Order to Bolster Critical Supply Chains” in Thursday’s New York Times:
“Right now, semiconductor manufacturing is a dangerous weak spot in our economy and in our national security,” Mr. Schumer said. “Our auto industry is facing significant chip shortages. This is a technology the United States created; we ought to be leading the world in it. The same goes for building-out of 5G, the next generation telecommunications network. There is bipartisan interest on both these issues.”
Republicans emerged from the White House meeting optimistic that such efforts could soon move forward. Representative Michael McCaul, Republican of Texas, said he was pleased to see that the White House made the issue a top priority and that the president was receptive. “His words were, ‘Look, I’m all in,’” he said.
My take: Hmm. I could be all wet here. But if there’s a way for Tim Cook to get ahead of this bipartisan buzz, he should take it.