Apple to occupy 90% of TSMC 3nm capacity in 2023
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Apple to occupy 90% of TSMC 3nm capacity in 2023
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Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#2Some 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 behind.
As a complete other aside, I'm excited to see what comes with the M3, particularly any neural cores. I would be much more excited about all the new AI tools if they could be run locally, Apple are again in the unique position to be able to make that possible for the masses. WWDC is hopefully going to be super interesting.
What we need is a sudden and massive increase in memory on these chips to make having LLMs viable on everyday affordable devices. I do wander if that may be something Apple surprise us with.
Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#3Given what has transpired about the Chips act for foreign manufacturers including TSMC I find it incredibly dumb and shortsighted of TSMC to hedge all their bets on Apple.
Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#4Is there any projection on when and if Intel will catch TSMC? Seems TSMC keep managing to deliver every single planned process improvement on time.
Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#5I 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.
Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#6Wasn't this already announced but at 100%? https://www.extremetech.com/computing/343291-apple-has-procu... or they are just changing their order?
Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#7> 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 consumer hardware. I would love to have my own private LLMs running on my own hardware
Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#8I 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.
Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#9Tim Cook must sweat bullets every time he reads a headline about China potentially invading Taiwan.
Re: Apple to occupy 90% of TSMC 3nm capacity in 2023
#10I 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”