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If people want an AI to hallucinate for them they can do it themselves, thanks.
Apple is fighting for TSMC capacity as Nvidia takes center stage
101–110 of 501 posts
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#102How about they take a break and focus on their software for the next 2 years?
One would think (hope / pray?) that a $4T company could walk and chew gum at the same time. But, apparently not.
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#103How much new capacity is under construction? Seems like it should be a lot, but other than Arizona and Ohio and a few other places I'm not reading about a ton of cutting-edge node fab construction happening.
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#104Calling Nvidia niche feels a bit wild given their status-quo right now, but from a foundry perspective, it seems true. Apple is the anchor tenant that keeps the lights on across 12 different mature and leading-edge fabs. Nvidia is the high-frequency trader hammering the newest node until the arb closes. Stability usually trades at a discount during a boom, but Wei knows the smartphone replacement cycle is the only pr…
I doubt that we will hit diminishing returns in AI. We still find new ways to make them faster or cheaper or better or even train themselves...
The flat line prediction is now 2 years old...
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#105Earlier quoted context omitted.
Maybe I missed something but aren't Intel looking to wind down some of their production ?
Not that I've heard. I searched and I see nothing. Where has Intel said they are winding down chip fabrication?
I'm thinking back to over the summer, they were reducing their work force and changing the previous CEO's direction.
https://www.manufacturingdive.com/news/intel-layoffs-25-perc...
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#106Earlier quoted context omitted.
That is the traditional textbook yield curve logic, if I'm not wrong? Smaller area = higher probability of a surviving die on a dirty wafer. But I wonder if the sheer margin on AI silicon basically breaks that rule? If Nvidia can sell a reticle-sized package for 25k-30k USD, they might be perfectly happy paying for a wafer that only yields 30-40% good dies. Apple OTOH operates at consumer electronics price points. Th…
With current AI pricing for silicon, I think the math’s gone out the window. For Apple, they have binning flexibility, with Pro/Max/Ultra, all the way down to iPads - and that’s after the node yields have been improved via the gazillion iPhone SoC dies. NVIDIAs flexibility came from using some of those binned dies for GeForce cards, but the VRAM situation is clearly making that less important, as they’re cutting some…
Datacenter GPU dies cannot be binned for Geforce because they lack fixed function graphics features. Raytracing acceleration in particular must be non-trivial area that you wouldn't want to spend on a datacenter die. Not to mention the data fabric is probably pretty different.
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#107Earlier quoted context omitted.
Yeah, I just don’t know that there’s the will to blow up the world economy for which flag flies over Taiwan. China absorbing Taiwan (especially to Americans) just doesn’t seem like a radical, terrifying concept. A Hong Kong style negotiated transfer might be best for the world - Taiwanese that want to leave can, the US can build up a parallel source of semiconductors, China gets Taiwan without firing a shot.
That didn't work out so well for Hong Kong.
Better than it has for Ukraine.
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#108Earlier quoted context omitted.
> The US has its own TSMC supply (insert comments about it not being cutting edge) USA has been strategically re-homing TSMC to the US mainland for a long time now. 30% of all 2nm and better technologies are slated to be produced in Arizona by 2030. The real loser in all of this will be the EU which will be completely without the ability to produce or acquire chips. They'll just end up buying from China and USA, whic…
Has the Ukraine situation not shown that the EU has relegated itself to second fiddle? It’s too old, too complacent, and too broke. Even compared to the US and our level of discord, there’s no unity across divisions. The US absurdly threatens Greenland, but Denmark/EU’s response is “Sanction US tech or kick out US military bases on Europe”, rather than be able to rattle a saber back and show some credible backbone.
> rather than be able to rattle a saber back and show some credible backbone.
They sent warships to Greenland. What level of saber rattling do you expect?
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#109Ha! Well if it isn't karma that has come for Apple. (Apple is well known for shoving "lesser vendors" out of the way at TSMC)
so if you win an ebay auction, did you shove "lesser people" out of the way?
Re: Apple is fighting for TSMC capacity as Nvidia takes center stage
#110Hey Apple, how does it feel?
feels pretty good. thanks for asking