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After Anti-M1 Ads, Intel Wants to Make Future Apple Silicon Chips
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Agreed, but even still the ads were bizarre. They’re essentially dunking on Intel’s future product if collaboration is still a possibility. Also, Samsung is a direct competitor which is understandable. Intel on the other hand doesn’t make its own computers.
You pay for fab+IP for x86. Apple would just pay for Fab costs, competitive with TSM.
I think it’s more because of the geopolitical risk between Taiwan and China. When you consider how many things need processors these days, there is merit in bringing production to the US to avoid possible supply disruptions.
Thanks for the excellent explanation. That last point would be a big change — didn’t they just a few months ago appear to double down on plans to continue making their own chips?
Does it sound like Intel is willing to put their proprietary processes to the side in order to become a big player in this market? How does their current foundry investment compare to when they attempted this previously? Does it seem they are “all in” this time around?
Which is hysterical as TSMC is building a plant here in the US (Arizona)
It's like the inverse of this scene from the overly simplistic and idealistic Yankee Dood It (1956):
Elmer Fudd as King of the Elves: A manufacturer who sticks to old equipment cannot compete, and must fail. To survive, he must persuade people to risk savings in his business. He can then buy new equipment, increase production, and show a profit.
Shoemaker: And he keeps the profit.
Elmer Fudd as King of the Elves: Oh no, that's what a lot of people think. But he doesn't. Out of profit, he must pay dividends to investors. Profit must be put back into the business to fund newer and better machinery.
Too many time American companies has forgotten this idealistic view and gone Shoemaker and as Elmer states: A manufacturer who sticks to old equipment cannot compete, and must fail.
This just in from the future:
In Other news, it is now 2038 and Intel celebrates 15 years of succes producing chips for AMD, Nvidia, Microsoft and Apple, old people still remember they used to make their own chips, but after falling behind and resorting to desperate advertise trolling intel lost all credibility.
In Other news, it is now 2038 and Intel celebrates 15 years of succes producing chips for AMD, Nvidia, Microsoft and Apple, old people still remember they used to make their own chips, but after falling behind and resorting to desperate advertise trolling intel lost all credibility.
All Intel want's is some of Apple's billions to help them with their fab process. The other likely possibility is the new CEO has some stock options and wanted to artificially inflate the price to fatten his wallet.
They has to be aware of gap and may be working on future tech. If they can do that then it is only question of money, quality and availability. No sentiment. But one reason there could be. Same as Apple tries to avoid Samsung as supplier whenever it is possible it can be same for Intel because of giving them too much info about their secret tech in too soon.
Apple has been quite secretive with M1 tech and it's tightly integrated with the operating system so it's not clear to me that it will be easy or even possible to copy M1. We will know far more when M1X or M2 comes out. If Apple can keep doing the secret sauce stuff (putting application specific support in silicon), then Apple can get some eye-popping results on specific applications and this may be financially viable as they get bigger and bigger transistor budgets.
There’s nothing we can do to stop it from happening, in another decade China will outstrip us militarily so we couldn’t stop them even if we really wanted to short of an all out nuclear war.
How stupid is Intel's management?
Stupid enough to 'go there' in their ads against Apple, and dumb enough to think that the attacks won't 'color' their interactions with Apple in the future.
'We hate you, and think you are making a HUGE bad decision!' as they go for the jugular.
'Oh, but don't forget we are your best friend!'
Will 'Tim Apple', the head of a company that could get any number of other companies to work with, be willing to 'kiss and makeup' after Intel's selfish stupid eyebrow raising attacks. Have they crossed the line? If Apple has any common sense, they will either shun Intel, or make them pay for their attacks. Intel certainly went all in on the Apple attacks. Apple dumping Intel processors is definitely a blow to Intel's bottom line, but to so ruthlessly attack their latest leaving customer, and do it so publicly, and then assume they can waltz in and be Apple's best friend is borderline insane. Intel isn't the only possible partner for the future of Apple's silicone.
Stay tuned...
Stupid enough to 'go there' in their ads against Apple, and dumb enough to think that the attacks won't 'color' their interactions with Apple in the future.
'We hate you, and think you are making a HUGE bad decision!' as they go for the jugular.
'Oh, but don't forget we are your best friend!'
Will 'Tim Apple', the head of a company that could get any number of other companies to work with, be willing to 'kiss and makeup' after Intel's selfish stupid eyebrow raising attacks. Have they crossed the line? If Apple has any common sense, they will either shun Intel, or make them pay for their attacks. Intel certainly went all in on the Apple attacks. Apple dumping Intel processors is definitely a blow to Intel's bottom line, but to so ruthlessly attack their latest leaving customer, and do it so publicly, and then assume they can waltz in and be Apple's best friend is borderline insane. Intel isn't the only possible partner for the future of Apple's silicone.
Stay tuned...
He's a logistics guy and ultimately a business guy. If you can execute, he throws you out (nVidia, Intel). And it may be for a long time. I imagine that Intel could become a supplier if they did something else. The change at the top could change Apple's opinion of Intel as well. I suppose that Intel could supply things like SSDs or RAM if Intel went in those directions.
No they weren't, it was specific to M1 as some of their comparisons doesn't make sense from an iMac or Mac Pro perspective.
Dear Tim,
I'm SO SORRY I said those things last week. I had a little wine, Justin stopped over, and one thing led to another.
I didn't MEAN the things I said about the touching (screen) and the infinite games we could play and all the other stuff I said.
I promise if you come back, I won't "Bobbit" your products ever again. We can get a new cat, too. Sorry about that...
I'm SO SORRY I said those things last week. I had a little wine, Justin stopped over, and one thing led to another.
I didn't MEAN the things I said about the touching (screen) and the infinite games we could play and all the other stuff I said.
I promise if you come back, I won't "Bobbit" your products ever again. We can get a new cat, too. Sorry about that...