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Is there any projection on when and if Intel will catch TSMC? Seems TSMC keep managing to deliver every single planned process improvement on time.
Intel claim this should be by 2025 (once their 18A process comes on line). Obviously they could miss this target, but they say they're still on track.
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> relocating TSMC to Arizona That's a big no. What's actually happening is that TSMC is building a new factory in Arizona, including training a brand new US workforce. It remains to be seen whether it can even be done. Toyota famously failed with a similar attempt in Fremont, California. It's a question of whether TSMC is successful because of some sort of strategy that is compatible with American work culture, or do…
>It remains to be seen whether it can even be done. Toyota famously failed with a similar attempt in Fremont, California. Every Japanese auto maker has had US plants for decades. Toyota's oldest, in Georgetown KY, has been there since 1986.
https://en.wikipedia.org/wiki/NUMMI
https://en.wikipedia.org/wiki/Toyota_Motor_Manufacturing_Ken...
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I'm not an expert on the tech and can't say. Just going on what the Economist article talks about, South Korean manufacturing represents a tiny fraction of the smallest processes right now. The article you linked says the 3nm will start producing in 2024. That's good news, maybe there's competition coming.
The Samnsung 3nm will be sold in 2024, produced in 2023. I'll admit TSMC might have an edge in the timing but the OP article also hedges their statements by specifying TSMC will have limited availability of the 3nm in the second half of 2023 and the Apple product refresh in Fall 2023 might contain these 3nm components. I just don't think Samsung is really that far behind as right now both companies are just selling p…
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More like no Vulkan support.
The list of games that directly support Vulkan is incredibly small. As much as it gets bandied about as the solution, it’s not really used all that much without translation layers.
So someone either rewrites DXVK to support Metal (fool's errand) or we add Yet Another Translation Layer to the mix. Something tells me the industry and users would be better off if Apple supported both Metal and Vulkan at a hardware level. Seems plausible for a company of their size.
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Local LLMs do best on big GPUs, which aren’t an option on Macs. What Apple has done with the M-series silicon is really impressive, but it’s not as fast as big, dedicated GPU silicon. > like if the most cost-effective work boot of 2025 is produced by Gucci. Apple M-silicon laptops are high quality, but they’re not the same as overpriced luxury goods. The price of entry level M1/M2 Macs is extremely reasonable, IMO.
> Local LLMs do best on big GPUs, which aren’t an option on Macs. For processing speed, Ms are fast but I agree not anywhere near a top Nvdia chip. For memory size, the memory on an M chip can be used as graphics memory, so a person could get an M2 today with 128GB of graphics memory for ~ $5k. Not bad considering an Nvidia chip approaching that memory size is several times that much.