Apple Reserves Over 50% of Tsmc 2nm Capacity for 2026
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Apple has reserved over 50% of TSMC's 2nm capacity for 2026, sparking concerns about anti-competitive behavior and the concentration of risk.
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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).