Comment by talldayo

"over time" is right - if TSMC's roadmap isn't getting the US onto 3nm before 2026, then Apple could buy cheaper/denser silicon from fucking Samsung if they wanted. You know, the fab Apple has avoided for density issues and concerns that they aren't competitive. Taiwan still has the golden goose, and unless Apple's products stop relying on node upgrades (they won't) then we're not going to manufacture the majority of Apple chips in America. We'll be lucky if American fabs yield high enough to make memory controllers, let alone entire SOCs.