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CNET: Apple to move A6X production from Samsung to TSMC

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The second sentence suggests it will hurt Samsung more than consumers. Having a foundry on leading edge (let us exclude Intel, they are in their own universe) only makes sense if you have product(s) you can fab and sell in sufficient quantities. This is the moment of truth for Samsung. Either they step up big time in foundry business, allocate even more resources to develop their own processors (not just mobile, but servers as well) and gain other business to keep their foundries busy, or they reconcile themselves to forever being a third-tier also-ran.

If your building a new fab to increase production because of need then it's worth it. In the end if Apple does pull out of Samsungs fab then most likely the need to currently expand production won't be needed....Delaying the new fab is the smart move for now.

The Korean economy will suffer from the fabs delay 5 billion is a lot of money that would have been infused into the economy....The economy is full of CONSUMERS 🙂

TSMC doesn't have the greatest track record on jumping to new nodes....If Apple wants to be the pipe cleaner for TSMC then so be it.

You'd think that with Apples stash of cash they would just build there own fab.
 
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