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franzChen
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Eggs in three baskets
franzChen   7/15/2013 4:02:13 PM
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Putting eggs in three baskets. Good for barginning and lowering risks. Bad for the design team, as the suffering triples...

m00nshine
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Supply competitions
m00nshine   7/15/2013 3:29:41 PM
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I think unlikely for apple to move from one exclusive supplier to another. Good for everyone if 3-way competition Glo-Fo, Samsung, TSMC. TSMC almost too big to do an exclusive deal anyway without impacting other major customer. GF and Samsung also easy to move between for customer...any thoughts on capacity and utilization? I hear GF New York fab still not fully producing many years after building.

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