The exception proves the rule?Apple being a good example.
The exception proves the rule?Apple being a good example.
I'm only aware of one product => Surface Pro X, which is expensive. And Apple has said they're not going to support Bootcamp on Apple Silicon Macs so the only way this happens if MS and Apple partner to support Windows on Arm via virtualization.I don't know that I'd bank on it either, but MS needs to untether themselves from the Intel anchor. Nadella has done a good job of making them a more flexible company. They've dabbled with Windows on ARM in some niche products, but Apple Silicon is the first chance they'll have to show it really running on a fully capable ARM CPU delivered by a manufacturer they know will stand behind their product and continue it for a few generations at least.
And it's not like MS hasn't promised to support other architectures in the past, only to orphan the product later. They've always like to treat Apple as a special case that never quite reaches parity. I don't see where the risk to MS would be.
Apple has been planning this move for years. They were going to transition Macs to their own custom SoC regardless of how well Intel was or wasn't doing.This is why Intel is NOT Inside in four months.
Weren’t they already using third party fabs for chipsets at a year or two ago so they could crank out Xeons?I don't think this means they'll outsource manufacturing of their mainline CPUs. They now have the capability of packaging chips with different process nodes (Foveros). They'll probably outsource things like IGPUs, Atom CPUs and similar things.
Their architecture is top notch. The only reason that AMD has been able to catch up (and overtake in some areas) is TSMC's superior process node. I bet the upcoming Intel 10nm Cores will clobber AMD 7nm in per-core performance.
Their storage unit is growing strongly, and they are a becoming a leading supplier of chips for 5G basestations.
I think it's exactly the opposite. Their architecture is great, but the process technology is holding them back.
There is no other foundry that is competitive with TSMC. Samsungs nodes have inferior package density.
And you can bet a certain supply chain genius was all for it 🙂Steve Jobs was the weapon behind this. It was under his leadership that Apple acquired PA Semi and later on Intrinsity to build the semiconductor team.
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Apple Is Quietly Designing and Building Its Own Silicon Empire - ExtremeTech
Apple is quietly building a semiconductor empire for itself that could, in the long-term, challenge Qualcomm and Intel on modems, and even Intel on CPUs. That last bit won't happen anytime soon, but it's not impossible.www.extremetech.com
agree 100% with this ... some of the equipment is shared between 10 and 7 nm process, they have not figured out the root cause - in too many yearsI think it's exactly the opposite. Their architecture is great, but the process technology is holding them back.
There is no other foundry that is competitive with TSMC. Samsungs nodes have inferior package density.
I'm only aware of one product => Surface Pro X, which is expensive. And Apple has said they're not going to support Bootcamp on Apple Silicon Macs so the only way this happens if MS and Apple partner to support Windows on Arm via virtualization.
I don't think this means they'll outsource manufacturing of their mainline CPUs. They now have the capability of packaging chips with different process nodes (Foveros). They'll probably outsource things like IGPUs, Atom CPUs and similar things.
Their architecture is top notch. The only reason that AMD has been able to catch up (and overtake in some areas) is TSMC's superior process node. I bet the upcoming Intel 10nm Cores will clobber AMD 7nm in per-core performance.
Their storage unit is growing strongly, and they are a becoming a leading supplier of chips for 5G basestations.
I think it's exactly the opposite. Their architecture is great, but the process technology is holding them back.
There is no other foundry that is competitive with TSMC. Samsungs nodes have inferior package density.
According to info coming out of the conference call, Intel is outsourcing manufacturing of their Xe discrete GPU line, Ponte Vecchio, not CPUs.If they don't start outsourcing their mainline CPUs, that product line is going to continue to struggle to compete.
They don't diversity their SoC manufacturers. There is only one, and that is TSMC. And if TSCM does falter, there isn't anyone else at the moment that can pick up the slack. TSMC is significantly ahead from a technology and capacity standpoint, it's not even funny.If you watch what Apple does with iPhone, they work to diversify their supply chain by building up key suppliers.
A huge hat-tip to Johny Srouji and his team, Tim Cook, and Apple for the foresight, investment, and years of planning that will soon make Apple beholden to Intel no longer. And instead have in-house silicon that will offer better performance, custom features, and with a lower cost.
Truly amazing what Apple pulled off.
? IA-64 is the Itanium architecture.If you were designing an architecture today, you wouldn't design IA-64.
I think you are confusing ISA with CPU architecture. Today's Intel CPUs have a very different architecture than x86 CPUs from 20 years ago. And the x86-64 ISA has actually been cleaned up significantly. There's nothing wrong with it.If that's true, it's not top notch. It's legacy.
Huh? Itanium was not backwards compatible (and is proof that a new architecture isn't necessarily better than the "legacy").A legacy that AMD kept alive for them while they beached the Itanic (in large part by trying to maintain backwards compatibility with x86).
It's not a "support chip". They keep it exclusive to their own CPUs as a business strategy. And the storage group does more than just Optanium."Intel® Optane™ memory is smart technology that personalizes and accelerates your computing experience on Intel® Core™-based PCs". Again, x86 support chips.
The modem business has nothing to do with basestations. Huawei is a major Intel customer, and Intel supplies market leading TEMs like Ericsson and Nokia. They are on track to becoming the market leader in this space, displacing companies like Broadcom.They largely abandoned the 5G modem business, and Huawei is being held back as a basestation competitor because of political issues.
There is currently no foundry that would have the capabilities and scale to do that.Not now, but if TSMC stumbles there will be someone there to pick up the business
Bob Mansfield. Not Srouji. Mansfield is the secret weapon behind this. Srouji is just taking the credit. This is why he left the leadership page.
Does that really still happen? They still didn't fix it? That's INSANE.
? IA-64 is the Itanium architecture.
I think you are confusing ISA with CPU architecture. Today's Intel CPUs have a very different architecture than x86 CPUs from 20 years ago. And the x86-64 ISA has actually been cleaned up significantly. There's nothing wrong with it.
In any case, other than AMD's recent offerings there is no general purpose CPU architecture out there that can compete with modern Intel CPUs in terms of performance, and that is why it is "top notch". Apple may close the gap with their ARM CPUs, but it remains to be seen how well their CPUs really scale.
Huh? Itanium was not backwards compatible (and is proof that a new architecture isn't necessarily better than the "legacy").
It's not a "support chip". They keep it exclusive to their own CPUs as a business strategy. And the storage group does more than just Optanium.
The modem business has nothing to do with basestations. Huawei is a major Intel customer, and Intel supplies market leading TEMs like Ericsson and Nokia. They are on track to becoming the market leader in this space, displacing companies like Broadcom.
There is currently no foundry that would have the capabilities and scale to do that.
and this is why Apple is switching to Arm.
I remember back is the day when apple transitioned to risc based PowerPC. It was going to steal intel's lunch. And for a while it did. And then intel lifted its game and PowerPC could not match the pentium 4in power consumption.2023? Apple said they would transition all of the Macs to Apple Silicon in 2 years so by that measure Apple will have completely moved away from intel before they might even release a 7nm chip.