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.
What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.