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Apple to occupy 90% of TSMC 3nm capacity in 2023

macrumors.com

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Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#11

Post by samwillis »

lvl102 wrote: post #5

I feel this is a complete waste of leading tech: going into another slate of Apple products that do not need these advancements. I feel these slots should go to GPUs for AI and Apple is just hogging the capacity. It’d be one thing if Apple actually worked on AI softwares a bit and made it readily available to developers.

Stick that "GPUs for AI" in every new portable device for local efficient use and you have me won over though. I don't want my AI in the cloud, or on expensive desktop machines.

Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#12

Post by hammock »

samwillis wrote: post #2

Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…

>Apple are in the unique position to give with their war chest of cash

Don’t all the big tech companies have giant cash accounts?

Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#13

Post by reacharavindh »

samwillis wrote: post #2

Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…

I enjoy the competition that Apple brings to the computing market with M* chips. As an innocent bystander in the world of AI, neural networks etc, I wonder if Apple Silicon and its neural cores would become the proprietary brake like CUDA is for ML work. That is if they do something phenomenal with the 3nm facility and bring about some hardware that only they can do..

I'd rather have a healthy competetive ecosystem where people writing software need not say stuff like "needs CUDA to work or needs Apple Neural cores to work" and instead says something like "need XYZ acceleration provided by CUDA cores, Apple Silicon, and AMD blah.."

Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#14

Post by JKCalhoun »

samwillis wrote: post #2

Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…

I suppose in some other timeline Apple funds/owns their own fab and, to the points you raise, that would be worse for everyone outside of Apple.

Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#15

Post by jjoonathan »

lvl102 wrote: post #5

I feel this is a complete waste of leading tech: going into another slate of Apple products that do not need these advancements. I feel these slots should go to GPUs for AI and Apple is just hogging the capacity. It’d be one thing if Apple actually worked on AI softwares a bit and made it readily available to developers.

Apple pays a premium for the privilege of using their face to test the new node for brick walls.

Sure, sometimes it means they get the newest bestest chips a year early and the fans can party, but if you're an anti-fan just remain patient and I suspect one of these years you will be the one with reason to party.

Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#16

Post by ftxbro »

samwillis wrote: post #2

Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…

It looks like the local-LLM enthusiasts will want to use Apple computers. This is funny to me for some reason, like if the most cost-effective work boot of 2025 is produced by Gucci.

Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#18

Post by pjc50 »

lvl102 wrote: post #5

I feel this is a complete waste of leading tech: going into another slate of Apple products that do not need these advancements. I feel these slots should go to GPUs for AI and Apple is just hogging the capacity. It’d be one thing if Apple actually worked on AI softwares a bit and made it readily available to developers.

Apple need to make another few hundred million iPhones every year.

Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#19

Post by michaelsshaw »

samwillis wrote: post #2

Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…

Nobody really benefits when the leading process node is being wasted by a walled garden company on, mostly, consumer laptops

Re: Apple to occupy 90% of TSMC 3nm capacity in 2023

#20

Post by sharikous »

reacharavindh wrote: post #13
samwillis wrote: post #2

Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…

I enjoy the competition that Apple brings to the computing market with M* chips. As an innocent bystander in the world of AI, neural networks etc, I wonder if Apple Silicon and its neural cores would become the proprietary brake like CUDA is for ML work. That is if they do something phenomenal with the 3nm facility and bring about some hardware that only they can do.. I'd rather have a healthy competetive ecosystem w…

What about WebGPU? The only thing that I find unsatisfactory about it is that float64 (double) is not a standard type in WebGPU and it's not supported on Apple GPUs anyway.
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