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Episode 20: Apple's Silicon Strategy

The Circuit

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The Advantages of TSMC Over Apple

Apple is very interesting in how they approach their their customer relationships obviously there's a lot of tension there but Apple is has been for years really really good at leveraging its suppliers in ways that it appears just can't and getting a big R&D boost from their relationship with vendors. When Apple goes to a vendor they put them through their paces like really they send they'll have some somebody working on whatever category whatever segment who has a PhD  and then we'll go to the vendor and just wear the went vendor down with question after question after question right? "I wrestle with that for a long time because to our point right well what strategic advantage is that give does that give you?"

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