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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#81
post #42

All these companies depend on TSMC for their life.

Had to look up what TSMC meant (Taiwan Semiconductor Manufacturing Company). What would Apple's next best option be if a war rendered TSMC unavailable?

There's an amazing book on Apple in China all about this issue (and more). It's a great read and I'd highly recommend if you're interested.

Also Chip Wars is really good. I may be confusing which one is which because I read them back to back, but they overlap!

Re: Apple reports fourth quarter results

#82
post #74
post #56

Earlier quoted context omitted.

People choose what to outsource and, as cars have become more complicated and require more diagnostic equipment, they go to a dealer/mechanic. Personally, I've never done a lot of personal car mechanic work. On the other hand, I've done my own cooking more than not. You make choices about what you do yourself and what you have others do for you.

> cars have become more complicated and require more diagnostic equipment For the consumable stuff every car owner has to deal with, nothing has really changed in 40 years, honestly! A brake service is still done the exact same way, same with virtually all the fluid services. I just find far more people parrot "modern cars are so complicated" today and don't even consider that in fact, it is relatively simple to chan…

You're overstating how easy these tasks are for many people. Doing brake pads/rotors or changing oil requires a driveway, some tools, and (for oil) a way to collect and dispose of the old fluids. Not everyone has access to those things - for instance, people who live in an apartment complex may not have the space to work on their car.

(Air filters are, admittedly, pretty easy.)

Re: Apple reports fourth quarter results

#83
post #31

Earlier quoted context omitted.

And TSMC depends on machines by ASML they can also sell to others. And ASML licensed the technology from EUV LLC. Which was a conglomerate of a bunch of state-funded US research labs. And the US cut its science funding. Misery all the way down!

It’s a conglomerate of researchers that were employed by the feds and private institutions who met have received various forms of grants I think the science funding cuts will be inconsequential to that entity

But what about the next area where science can have a massive impact?

Re: Apple reports fourth quarter results

#84
post #74
post #56

Earlier quoted context omitted.

People choose what to outsource and, as cars have become more complicated and require more diagnostic equipment, they go to a dealer/mechanic. Personally, I've never done a lot of personal car mechanic work. On the other hand, I've done my own cooking more than not. You make choices about what you do yourself and what you have others do for you.

> cars have become more complicated and require more diagnostic equipment For the consumable stuff every car owner has to deal with, nothing has really changed in 40 years, honestly! A brake service is still done the exact same way, same with virtually all the fluid services. I just find far more people parrot "modern cars are so complicated" today and don't even consider that in fact, it is relatively simple to chan…

> it is very simple to change a brake pad and disc

I can attest that changing a brake pad is mission impossible level without the proper tools. The tools and experience are what make it look easy, for someone that has both.

Re: Apple reports fourth quarter results

#85
post #42

Earlier quoted context omitted.

Had to look up what TSMC meant (Taiwan Semiconductor Manufacturing Company). What would Apple's next best option be if a war rendered TSMC unavailable?

There's an amazing book on Apple in China all about this issue (and more). It's a great read and I'd highly recommend if you're interested. Also Chip Wars is really good. I may be confusing which one is which because I read them back to back, but they overlap!

Thanks! I've added both to my reading list

Re: Apple reports fourth quarter results

#86
post #74

Earlier quoted context omitted.

> cars have become more complicated and require more diagnostic equipment For the consumable stuff every car owner has to deal with, nothing has really changed in 40 years, honestly! A brake service is still done the exact same way, same with virtually all the fluid services. I just find far more people parrot "modern cars are so complicated" today and don't even consider that in fact, it is relatively simple to chan…

You're overstating how easy these tasks are for many people. Doing brake pads/rotors or changing oil requires a driveway, some tools, and (for oil) a way to collect and dispose of the old fluids. Not everyone has access to those things - for instance, people who live in an apartment complex may not have the space to work on their car. (Air filters are, admittedly, pretty easy.)

Sure, everything you say was true for many folks 40 years ago too though! My point is, the processes haven't really changed for the common maintenance tasks over this period, people's perception of the difficulty certainly appears to have though.

Re: Apple reports fourth quarter results

#87

Earlier quoted context omitted.

They have enough "AI" stuff. People just don't know it is AI. That is the best way of integrating AI into your product(s). The tech behind stuff doesn't really matter for the end user. other companies should also follow that trend, use ai for useful features, just give the feature a good name... no need to mention "ai"... because next year it could be something else that is powering the feature.

Siri can’t tell the time and people on Android can remove passerby’s from pictures, we can’t. I’m an Apple fanboy but Apple has been coasting for 10 years.

Siri can tell the time (I just checked - I’ve never tried before now) and you’ve been able to remove people/cars from photos for a while now I believe. Looks like iOS 16? Still took way too long and it wouldn’t surprise me if it is crap compared to Android (I haven’t used it). They also finally added call screening - idk why that took so long as my Pixel 3 had it over 5 years ago.

Re: Apple reports fourth quarter results

#88
post #83

Earlier quoted context omitted.

It’s a conglomerate of researchers that were employed by the feds and private institutions who met have received various forms of grants I think the science funding cuts will be inconsequential to that entity

But what about the next area where science can have a massive impact?

sounds like a totally different thread to me

Re: Apple reports fourth quarter results

#89
post #31

All these companies depend on TSMC for their life.

And TSMC depends on machines by ASML they can also sell to others. And ASML licensed the technology from EUV LLC. Which was a conglomerate of a bunch of state-funded US research labs. And the US cut its science funding. Misery all the way down!

> And ASML licensed the technology from EUV LLC.

And glass/mirrors from Zeiss, amongst a whole bunch others:

> ASML employs more than 42,000 people[1] from 143 nationalities and relies on a network of nearly 5,000 tier 1 suppliers.[6]

* https://en.wikipedia.org/wiki/ASML_Holding

* https://www.robotsops.com/complete-list-of-all-suppliers-and...

Let's also not forget the the two most prominent chip design software companies, Cadence and Synopsys, are American:

* https://en.wikipedia.org/wiki/List_of_EDA_companies

There are all sorts of inter-dependencies between companies and countries: welcome to globalization.

Re: Apple reports fourth quarter results

#90
post #86

Earlier quoted context omitted.

You're overstating how easy these tasks are for many people. Doing brake pads/rotors or changing oil requires a driveway, some tools, and (for oil) a way to collect and dispose of the old fluids. Not everyone has access to those things - for instance, people who live in an apartment complex may not have the space to work on their car. (Air filters are, admittedly, pretty easy.)

Sure, everything you say was true for many folks 40 years ago too though! My point is, the processes haven't really changed for the common maintenance tasks over this period, people's perception of the difficulty certainly appears to have though.

Actually, in modern times you can buy an oil extraction pump off Amazon for $100, making oil changes so much easier than they were 40 years ago! A lot of [especially European] cars have the filter accessible from the top, meaning that you can change oil in 15 minutes in any apartment parking space by doing little more than popping the hood!
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