Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

macrumors.com

Post reply on HN
Print view View original

41–50 of 225 posts

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

#41

Post by apozem »

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…

Exactly. TSMC can spend tens of billions of dollars on new processes because they know Apple will be there day 1 to use it all.

The iPhone and Mac have good performance and power efficiency, but people will always want their phone and laptop to do more and get longer battery life. Apple customers’ appetite for compute is practically bottomless.

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

#42

Post by goalieca »

michaelsshaw wrote: post #19
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

Apple is giving some pretty funding guarantees TSMC. The rest of the industry will certainly benefit.

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

#43

Post by michaelsshaw »

eptcyka wrote: post #34
michaelsshaw wrote: post #19

Earlier quoted context omitted.

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

Laptops? Phones and tablets.

Yeah, definitely more of these (which is even more of a waste), I was more just thinking about myself :)

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

#44

Post by epolanski »

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 don't think those criticism are valid. Apple has insane order numbers, competitors do not. It's only natural they prioritize who gives them more business.

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

#45

Post by steve_taylor »

michaelsshaw wrote: post #19
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

It's holding back Skynet.

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

#46

Post by madeofpalk »

michaelsshaw wrote: post #30
natdempk wrote: post #26

Earlier quoted context omitted.

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.

How improved though? iPhones are already pretty fast. I don't know about you, but i've never compiled a kernel on my phone. Having a faster, actual workstation grade computer would be better. But yeah you're right, sarcasm is the right approach.

There's also energy consumption.

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

#47

Post by PragmaticPulp »

michaelsshaw wrote: post #19
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

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

I would say consumers benefit if the leading process node is used on them, wouldn’t you?

I don’t understand the problem. The most efficient processes are always dedicated to mobile devices where the premium is worth it.

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

#49

Post by reisse »

apozem wrote: post #41
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…

Exactly. TSMC can spend tens of billions of dollars on new processes because they know Apple will be there day 1 to use it all. The iPhone and Mac have good performance and power efficiency, but people will always want their phone and laptop to do more and get longer battery life. Apple customers’ appetite for compute is practically bottomless.

Not for compute, but for performance per watt. Raw compute is much better served by Intel/AMD + Nvidia workstation.

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

#50

Post by lvl102 »

hammock wrote: post #10
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.

It’s the hardware version of the tech company “hire this smart person so they don’t go work somewhere else”

It’s anticompetitive. DoJ/FTC should be all over this. They’re using leading edge for VR. Whatever they’re rolling out next month will go down as one of their biggest failures and it will be Tim Cook’s legacy.
Post reply on HN