
Episode 20: Apple's Silicon Strategy
The Circuit
00:00
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?"
Play episode from 12:13
Transcript


