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Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

semianalysis.substack.com

11–20 of 206 posts

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#11
post #6

Earlier quoted context omitted.

Seems like quibbling over words that everybody understands the meaning and intention of

Words matter. Apple failed to retain these employees with cash, its not some hunting game where you catch some unsuspecting engineer

... who is owned by some other firm.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#12
post #2

There's a lot of claims of poached talent in the article, basically claiming [paraphrasing] "Apple, maintaining their stressful work env and not paying to shore that up lost some rockstars" How true is this? If they're on the money it's an excellent example of a talent retention miss leading to a demonstrable mediocrity in delivery.

Looking at another article from the same author[0], we'll have a pretty solid answer to the impact in September with the release of the A16. Apparently the A15 had very minimal CPU gains clock-for-clock over the A14. To quote from that article: "SemiAnalysis believes that the next generation core was delayed out of 2021 into 2022 due to CPU engineer resource problems. In 2019, Nuvia was founded and later acquired by…

Reads like FUD to me

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#14

> The bleeding hasn’t stopped in recent years as Apple’s work culture simply isn’t the best and other firms, namely the hyperscalers such as Google, Microsoft, Amazon, and Meta, are paying more than Apple was to poach talent. I really hate that word “poach”. Using “attract” works much better in that sentence. I find it appalling how entering into a free contract with someone to give them more money for their work is…

Poaching expresses a specific viewpoint that was challenged by the U.S. Department of Justice, https://arstechnica.com/tech-policy/2014/06/should-tech-work...

> A group of big tech companies, including Apple, Google, Adobe, and Intel, recently settled a lawsuit over their "no poach" agreement for $324 million. The CEOs of those companies had agreed not to do "cold call" recruiting of each others' engineers until they were busted by the Department of Justice, which saw the deal as an antitrust violation. The government action was followed up by a class-action lawsuit from the affected workers, who claimed the deal suppressed their wages.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#15
post #2

There's a lot of claims of poached talent in the article, basically claiming [paraphrasing] "Apple, maintaining their stressful work env and not paying to shore that up lost some rockstars" How true is this? If they're on the money it's an excellent example of a talent retention miss leading to a demonstrable mediocrity in delivery.

Looking at another article from the same author[0], we'll have a pretty solid answer to the impact in September with the release of the A16. Apparently the A15 had very minimal CPU gains clock-for-clock over the A14. To quote from that article: "SemiAnalysis believes that the next generation core was delayed out of 2021 into 2022 due to CPU engineer resource problems. In 2019, Nuvia was founded and later acquired by…

I don’t know Apple’s turnaround, but processors are released in products only long after their design is completed. Think at least several months, even likely a year+ between design and release.

Nuvia started early enough to be a factor here. But Rivos wasn’t even founded until June 2021. To release now, M2 would already have been at finished with design by then.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#16
post #13

Apple generally pay very poorly for quality of talent. I would love to live in world where 10x engineers are rewarded 10x. Right now it's 25% better pay than median.

Most 10xers aren't constantly 10x. You might have a 10x year and then a 1.1x year.

With tech it's a bit of a catch 22, most engineers really become effective after 18 to 24 months. At this point you know how to really get things done in your org.

But after 2 years you can job hop and make significantly more, so your interest might not align 100% with the company's

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#17
post #2

There's a lot of claims of poached talent in the article, basically claiming [paraphrasing] "Apple, maintaining their stressful work env and not paying to shore that up lost some rockstars" How true is this? If they're on the money it's an excellent example of a talent retention miss leading to a demonstrable mediocrity in delivery.

Looking at another article from the same author[0], we'll have a pretty solid answer to the impact in September with the release of the A16. Apparently the A15 had very minimal CPU gains clock-for-clock over the A14. To quote from that article: "SemiAnalysis believes that the next generation core was delayed out of 2021 into 2022 due to CPU engineer resource problems. In 2019, Nuvia was founded and later acquired by…

Chip manufacturing is difficult, this reminds me of the Japanese entry into the semiconductor market.

There is an excellent video on this for anyone interested in Japanese culture and the war against USA via semiconductors:

https://youtu.be/bwhU9goCiaI

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#19
post #2

There's a lot of claims of poached talent in the article, basically claiming [paraphrasing] "Apple, maintaining their stressful work env and not paying to shore that up lost some rockstars" How true is this? If they're on the money it's an excellent example of a talent retention miss leading to a demonstrable mediocrity in delivery.

The author has been pushing this conjecture for a year over the past year or so, and has been repeatedly called out on the Hardware reddit.

I would recommend not taking their business conjecture without a giant pinch of salt. Just today they were claiming Apple has lost hundreds of engineers in the chip division. The idea that a single division somehow lost hundreds without the industry noticing is ridiculous.

Re: Apple M2 Die Shot and Architecture Analysis – Big Cost Increase and A15 Based IP

#20

As a casual reader, I notice the "die shot bleeding" and wonder if that was intended. I hope it wasn't, but I also hope not to have to wonder this about the posts here.

What do you mean? "die shot bleeding"?
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