81–90 of 225 posts
Earlier quoted context omitted.
TSMC is expanding into the US for that reason. Their 3nm fabs will be in Arizona (in addition to Taiwan)
Arizona won't do N3 until 2026. TSMC said that the leading node will always be in Taiwan and N+1 will be outside.
I’d love some super smart technologist in this forum to give a realistic and practical pathway to disrupting apple in the mobile or “computer” market. Given the fact that Apple has such a dominant position in every part of the supply chain infrastructure I’m challenged with being able to see how any organization could possibly come up with something that pushes Apple into bankruptcy.
Why would you want that?
Apple has too much power, no for profit company or person can responsibly wield with that much power.
Earlier quoted context omitted.
TSMC is expanding into the US for that reason. Their 3nm fabs will be in Arizona (in addition to Taiwan)
Arizona won't do N3 until 2026. TSMC said that the leading node will always be in Taiwan and N+1 will be outside.
> while Apple analyst Ming-Chi Kuo believes that new 14- and 16-inch MacBook Pro models coming in 2024 will feature M3 Pro and M3 Max chips. I am really excited about the M3. The M1, with its unified memory it can already run decently large LLMs. It would be great if Apple was able to make the M3 even better at that. In addition, it seems like there is a lot of momentum in releasing models that the user can run on co…
Earlier quoted context omitted.
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.
> Apple customers’ appetite for compute is practically bottomless. I don't think so, the typical iPhone user has not scaled up their compute needs much past the 2015 A9. And if you exclude the computational photography stuff, I could imagine some users don't take advantage of it at all.
Earlier quoted context omitted.
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.
Who gets the remaining 10% capacity?
Earlier quoted context omitted.
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.
Which is my point exactly. They’re using market power to basically stymie competition. This is textbook anticompetitive behavior.
Tim Cook must sweat bullets every time he reads a headline about China potentially invading Taiwan.
Earlier quoted context omitted.
Apple Q2 2023 report indicates USD 166 billion in cash reserves.
I believe that's including things like high liquidity investments and so on, so not quite cash.
So it refers to a credit balance, and it does not mention investments.