Also, the best super hero in the world, Florida Man, lives there!
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iPad and MacBook Production Reportedly Delayed Due to Global Chip Shortage
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Heaven forbid you treat human beings with dignity and respect.
Didn't know Tim Cook was CEO of TSMC too
Mass Production of A15 Chip for iPhone 13 Set to Begin Ahead of Schedule in Late May
Longtime Apple supplier TSMC is set to begin mass shipments of Apple's upcoming A15 chip for the iPhone 13 ahead of schedule at the end of May, according to a snippet of a full report set to be published tomorrow by DigiTimes. The new chip will be based on an enhanced version of the 5nm...forums.macrumors.com
Guess Tim wins more than he loses. 🧐
Never said he was. But Apples' influence and maybe cash may have something to do with TSMC getting product out of the door.
While true, I believe this demonstrates just how serious this is becoming globally for many products.
I was having my 5,000 mile service done at my Toyota Dealer yesterday and almost fell over pulling in the lot and seeing it 75% empty. Especially anything AWD or an SUV/Truck. This is a high volume dealer and they simply can't receive their orders due to production slowdowns and or stoppages from the Chip Shortage. My Sales Rep has never seen anything like this in his 30yrs with the dealer.
Starting to get serious.
To add, AMD did not so much as outsource as spin out. AMD spun out their fab business, and merged/consolidated it with a few other small fabs, to form Global Foundries. The reason for this is competitive and supply-related.
AMD found themselves in an interesting position. They had a bunch of fab capacity they could not use all by them selves, but fabless competitors would not trust them to be a contract manufacturer because doing so would require essentially handing over the crown jewels to a direct competitor. So they decided to spin the fabs out on their own - this way the fabs would operate independently, making both AMD stuff and competitors' stuff without worry of secrets being disclosed.
Intel finds themselves in the same situation today. They have a tons of fab capacity, but it's difficult to convince competitors to use that capacity.
Samsung addressed the same issue in a different way. In the US, Samsung owns what is (I think) the largest single fab, Samsung Austin Semiconductor. But this company, while a Samsung subsidiary, is run very independently has a lot of separation between it and the parts of Samsung that work on Samsung products. They give competitors comfort this way. However, Samsung's product lines are also so wide that Samsung thinks they can keep this fab 100% busy making just Samsung products.
Also, it is worth mentioning COVID. This shortage probably would have happened anyway, but it would have been less sudden without COVID. There is basically a backlog of orders that went unfilled when a bunch of the fabs were shut down and they've not been able to dig themselves out of that hole since.
Ranked #7 for highest crime index rating according to
Florida State Crime and Crime Rate - USA.com™
Florida has a Crime Index of 2,095.43, which ranked #45 in all states. Also contains Florida multi-years crime count, police force, and hate crime info.
www.usa.com
or #21 for most dangerous according to
Dangerous states: Which states have the highest rates of violent crime and most murders?
Violent crimes including murder and robbery are down in the U.S. But some states are more dangerous than others, based on 24/7 Wall St.'s ranking.
www.usatoday.com
Crime Rate By State: Is it Dangerous to Live in the U.S.?
Are you looking to move to a place where you can be happier? Read this crime rate by the state to know about the dangerous cities where you should not go.
or #27 for safest according to
So it would seem Florida doesn't have a low crime rate (above national average for crime rate/below national average for safety)
It's a serious bottleneck for sure.
However, everything I have read about the situation indicates that the supply side shortage will be alleviated sometime next year.
Of course, experts have been wrong plenty of times before, but there's not much we can do about it but hope for the best.
I wouldn't be surprised that Apple decides to shelve the M1X-based 14" and 16" MacBook Pro models and instead start up production of the M2-based MacBook Pro models around October-November this year instead.
That or a perfect example of why you don’t want the world’s chip production in a hostile country run by a communist dictatorship.
Do I really need a /s for FL?Ranked #7 for highest crime index rating according to
Florida State Crime and Crime Rate - USA.com™
Florida has a Crime Index of 2,095.43, which ranked #45 in all states. Also contains Florida multi-years crime count, police force, and hate crime info.www.usa.com
or #21 for most dangerous according to
Dangerous states: Which states have the highest rates of violent crime and most murders?
Violent crimes including murder and robbery are down in the U.S. But some states are more dangerous than others, based on 24/7 Wall St.'s ranking.www.usatoday.com
Crime Rate By State: Is it Dangerous to Live in the U.S.?
Are you looking to move to a place where you can be happier? Read this crime rate by the state to know about the dangerous cities where you should not go.securinghome.com
or #27 for safest according to
So it would seem Florida doesn't have a low crime rate (above national average for crime rate/below national average for safety)
That decision has already been made (one way or the other) and the whole "March event" farce suggest which way it went.
Releasing an A14 derived M1X in March/April would have been o.k., doing so in in June or later just before A15 (and maybe M2) based devices ship just sounds wrong.
Because a $20+ billion silicon foundry does not get planned, approved, constructed, and staffed in the US on a moment's notice.
I dont believe much of this report... Apple is the priority customer for TSMC, as well as shipping channels. Apple has paid the asking price to be put to the head of the line for all orders. There may be issues at certain points that cause some delays, but it won't be anything like what you've seen with Nvidia or AMD orders. Although, it's safe to assume even some of their delays have been manufactured to increase demand. Apple aint no fool, they'll capitalize on the assumption that the industry is in turmoil and hope to parlay that into record orders from panicked consumers.
Blah blah. iPads will release next week and sell out instantly, last product release (AirPods Max) happened like this and built so much hype that they’re still hard to get!
I'm sitting here with my new ipad stand, my new keyboard wrist rest, desk mat, new wireless desk lamp.... 😭😭😭
HP head said it’s going to be a very tough 6 months before supply side catches up. She was talking about the market as a whole, not just HP.
Good post, except you got the numbers of wafers per hour wrong.
Equal or greater than 170 per hour, last time I visited I read it can go up to 250 per hour.
These are huge, you can see the size in the this video from ASML, right at the beginning.
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It’s okay, many weddings are delayed. It’s being together that matters in the end.
This would be a potential supercycle for many people. Apple better not f this one up. Otherwise people will just forget about iPad as a market segment and find other alternatives.
glad i picked up my Macbook Air in 2011!
and this Florida manufacturing plant is a great idea, but WINX _Newz will not allow that, "too much benzine is the water, air and suntan lotion is threatening and damaging " they will scare these snowbirds with, non stop.