Speaker unverified: belief

Transcript context

…What is your interpretation of the meaning behind that statement? I was explaining, we had technology on manufacturing. Subconsciously, I think I interpreted Jeff’s explanation to me to be the third one. Customer trust. They were always very superior (Intel) before this Apple thing. Before Apple became our customer, I knew a lot of Intel’s customers in Taiwan. All the PC makers are Intel’s customers. None of them liked Intel. None of them. Intel always acted like they were the only guys. They were the only guy for the microprocesses. And that’s for their microprocessor business. But here we’re talking about the foundry business, where TSMC at their extreme core does not compete with customers. Even if Intel is trying to do business in good faith, they do have the conflict where they also design chips, which is competing with Apple’s chip designers or NVIDIA’s chip designers, or any other.…

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