I’m arguing against this statement. I don’t think it’s true.
“ You're looking in the wrong place. The magic comes from TSMC, not Apple.”
My point is a good process is necessary but not sufficient to make a part competitive with Apple on performance per watt. There’s a lot of “magic” to go around.
I think the argument is that Apple would have significantly less magic were it not for TSMC, which seems to be correct regardless of process or design (vertical integration).
