Comment Re:Looks like I better act soon (Score 1) 172
Sorry for pulling the guns on you, there.
With regards to LGs manufacturing operations, I have absolutely no idea of their quality level. However, in the case of TSMC, they are following a pattern which is typical of a new process introduction, at least judging from my own shady past in semiconductor manufacturing...
A whole different discussion is the sourcing strategy. I would be extremely surprised if an operation the size of Apple's doesn't have 100% dual sourcing strategy with pin compatible components, or at least a sizable stock of them, before they start ditching vendors.
With regards to LGs manufacturing operations, I have absolutely no idea of their quality level. However, in the case of TSMC, they are following a pattern which is typical of a new process introduction, at least judging from my own shady past in semiconductor manufacturing...
A whole different discussion is the sourcing strategy. I would be extremely surprised if an operation the size of Apple's doesn't have 100% dual sourcing strategy with pin compatible components, or at least a sizable stock of them, before they start ditching vendors.