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0 pointsknowitnone1y ago0 comments

they don't make chips. they design and contract TSMC to fab the chips. The high capital is in design tools and engineers.

0 comments

hn_throwaway_991y ago

Thanks - I said that in my comment, but then just realized I had a typo of "fans" where it should have said "Even if they're not making their own fabs..."

j / k navigate · click thread line to collapse

0 pointsknowitnone1y ago0 comments

they don't make chips. they design and contract TSMC to fab the chips. The high capital is in design tools and engineers.

0 comments

hn_throwaway_991y ago

Thanks - I said that in my comment, but then just realized I had a typo of "fans" where it should have said "Even if they're not making their own fabs..."

j / k navigate · click thread line to collapse