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Posted by speckx 1 day ago

Apple is fighting for TSMC capacity as Nvidia takes center stage(www.culpium.com)
740 points | 448 commentspage 3
wewewedxfgdf 22 hours ago|
I thought this got sorted out with giant piles of cash several years ago, didn't it?
hu3 21 hours ago|
someone has a larger pile of cash now
shevy-java 1 day ago||
I am very unhappy with the increased RAM prices - and now general increase in prices for hardware. To me this is collusion, a de-facto monopoly. Governments that don't stop this practice are also part of the mafia.

We really need many more smaller, more independent manufacturers. All the big guns, from NVIDIA, Apple, Intel, AMD, etc... have massively disappointed about 99.9% of us here now.

2025codecracker 1 day ago||
It used to be „don’t use Wikipedia as an academic source“ now it’s the same wit ChatGPT
ezst 23 hours ago|
Quite the opposite actually, way too many people treat LLMs as oracles, all the while they are fundamentally unreliable at knowledge storage and retrieval. If there was legitimate doubt in the early days as to whether a collaborative encyclopedia could self organise and self censor into a reliable source, the engineering of LLMs makes the opposite a certainty.
qwertox 1 day ago||
How about they take a break and focus on their software for the next 2 years?
sib 1 day ago||
One would think (hope / pray?) that a $4T company could walk and chew gum at the same time. But, apparently not.
bflesch 1 day ago||
Software quality is just canary in the coal mine that the company culture has changed and they will continue to enshittify their products.
tonyedgecombe 1 day ago||
Are you suggesting their semiconductor engineers should down tools and start fixing bugs in macOS?
nottorp 1 day ago||
Apple could afford building their own fab couldn't they?
markhahn 1 day ago||
oh, darn. my least favorite walled garden / vertical monopoly / rentseeker will have to raise prices. I'm sure they can spin this as a quality improvement.
HardCodedBias 1 day ago||
Nvidia direct silicon revenue is higher.

Also Nvidia's margins are higher which means that they will be willing to pay a higher unit price.

This seems like an open and closed case from TSMC's side.

Squarex 1 day ago|
It also means that we will have a trouble buying new laptops for a few next years.
HardCodedBias 23 hours ago||
They will simply be more expensive.

More likely they will not use leading the leading edge fab process, which TBH is fine for the vast majority.

lencastre 1 day ago||
what a strange world, guess iPhones will cost a million bucks now
knodi 16 hours ago||
Didn't someone cancel the chips act...
testfrequency 1 day ago|
Prayers for Apple
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