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Next Apple CEO?
We may see some one from tech/ p
I mostly agree... but another view of this is not so great: all (phone/iPad/Mac) eggs in ONE basket. :eek:

In a scenario where Apple loses first access to TSMC, what then (one realistic scenario)? There is no easy fallback option to quickly scale up production of equivalent chips.
TSMC is more dependent on Apple than other way around. If Apple isn’t a big part of TSMC, that probably means Apple has bigger problems than TSMC. I doubt Apple can have multiple foundry vendors given the complexity and differences between each vendor.
 
Still waiting on a 3nm Ultra chip. Based on last week's rumors, I am guessing we get a 3nm M5 Max for the Studio and Mac Pro in 2025, but it is questionable if the Ultra still exists in their roadmap since they skipped at least one gen already. 2nm probably around M6 or so?
I would be surprised if Apple doesn’t release a M4 Ultra, M4 max will be out for MBP anyways.
 
The headline makes it sound like Jeff Williams put on Navy SEAL gear, landed on Taiwan in a secret submarine and broke into the TSMC factory to steal a metal suitcase full of 2nm chips.
I mean Tim Cook basically did that in the launch video for the M1 iPad Pro.
 
I mostly agree... but another view of this is not so great: all (phone/iPad/Mac) eggs in ONE basket. :eek:

In a scenario where Apple loses first access to TSMC, what then (one realistic scenario)? There is no easy fallback option to quickly scale up production of equivalent chips.
yea, but, the processes between the various foundries are quite different, and your link is paywalled, but if the "China threat to Taiwan" ever becomes a real issue, we have much more to worry about than chips ...

Apple/TSMC is a symbiotic relationship, Apple works very closely with TSMC to drive process technology and rewards them with volume, win-win.
Sourcing the same chips from different foundries would drive up cost significantly as there would be 2 different designs and a supply chain to manage
 
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We may see some one from tech/ p

TSMC is more dependent on Apple than other way around. If Apple isn’t a big part of TSMC, that probably means Apple has bigger problems than TSMC. I doubt Apple can have multiple foundry vendors given the complexity and differences between each vendor.
they could, but we would pay the price, aka higher product prices ...
 
I'm surprised Apple needs to head over to secure capacity. I mean, money talks, and Apple isn't exactly shy with their wallet when it comes to TSMC.

There’s still something to be said for visiting a business associate you have worked with for years.
 
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Apple’s decision to move from Samsung to TSMC was a great decision. Apple pumped in billions in. Advances to TSMC and both companies got the rewards. Apple accounts for Quarter of TSMS revenue, good business to take care of largest customer.
Not just Apple, when Nvidia moved from Samsung (3000 series GPU) to TSMC (4000 series GPU) for their dies, the cards power efficiency increased dramatically and the performance jump was one of the biggest generational jumps ever for them, at least when you look at high demanding task like raytracing workloads like in 3D rendering and games.

Same can be said for AMD CPUs which have been showing huge performance per watt gains compared to Intel.

People may say, nm size naming is just marketing, but it's obvious that whatever TSMC is calling their node size, is that it's miles more efficient than the competition.
 
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Apple’s decision to move from Samsung to TSMC was a great decision. Apple pumped in billions in. Advances to TSMC and both companies got the rewards. Apple accounts for Quarter of TSMS revenue, good business to take care of largest customer.
Intel made a mistake when they refused to make SOC for Apple.
 
Great, I was worried Siri wouldn't have the power it needs to give even more stupid answers and be completely useless.

MORE Power is not something iPhone or iPad need right now, iOS and iPadOS need major overhauls and improvements.
2nm is not just power, battery life improvements can be significant.
i do agree, Apple is lacking in software.
 
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If Apple (and pretty much any American company) were smart, they would read the last 20 years of news from the Taiwan Strait and invest in TSMC’s Arizona plant. The sooner that is up and running, the better for everyone outside of the People’s Republic.

Apple will probably buy SOC manufactured in Arizona.
Intel made a big mistake when they refused to make SOC for Apple, they are repenting now.
 
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I'm surprised Apple needs to head over to secure capacity. I mean, money talks, and Apple isn't exactly shy with their wallet when it comes to TSMC.
I would be willing to bet this is more like a head of states summit where the meeting is mostly a formality with all of the details of agreements nailed down beforehand.
 
For the love of God, just add the right side back gesture system-wide. I'm sure that is easier than breaking the fabric of the universe to crate sub-1 nm chips...
 
If he only flew to every manufacturer addressing the scratches sold on every Macbook screen since M1.

Unbelievable.
 
The headline makes it sound like Jeff Williams put on Navy SEAL gear, landed on Taiwan in a secret submarine and broke into the TSMC factory to steal a metal suitcase full of 2nm chips.
Well that would be silly.

It was a HALO jump for sure.
 
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