21–30 of 225 posts
Tim Cook must sweat bullets every time he reads a headline about China potentially invading Taiwan.
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.
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?
Who gets the remaining 10% capacity?
Tim Cook must sweat bullets every time he reads a headline about China potentially invading Taiwan.
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
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…
Honestly, I just wish that they'd refresh the Mac Studio. I know that probably won't happen in any processor generation which they plan to roll out the Mac Pro, though.
Tim Cook must sweat bullets every time he reads a headline about China potentially invading Taiwan.
TSMC is expanding into the US for that reason. Their 3nm fabs will be in Arizona (in addition to Taiwan)
TSMC said that the leading node will always be in Taiwan and N+1 will be outside.
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.
If the M3 doesn’t have some AI capacities that are at least somewhat utilized by something (probably bad Siri) I’ll be highly surprised.
Earlier quoted context omitted.
Nobody really benefits when the leading process node is being wasted by a walled garden company on, mostly, consumer laptops
The new nodes also typically go towards iPhones and tablets as well, and in total that's only hundreds of millions of people benefitting from improved devices, so yeah pretty much nobody.