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They will, but I'd guess they probably won't be willing to pay the higher price either (I believe the only reason Apple has the first batch of N3 capacity in first place is because they outbid the competition). So that likely wouldn't leave TSMC any better off.


> I believe the only reason Apple has the first batch of N3 capacity in first place is because they outbid the competition

There are many more possible reasons why Apple had dibs, including being able to guarantee specific volumes, or committing to pay large non-cancelable amounts as a deposit, and could be as pedestrian as TSMC preferring to deal with a single large order rather than 2 or 3 less large ones as they work out the kinks in a bleeding edge process.




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