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Posted by speckx 1 day ago

Apple is fighting for TSMC capacity as Nvidia takes center stage(www.culpium.com)
755 points | 461 commentspage 6
j4uie 1 day ago|
[flagged]
yanhangyhy 17 hours ago||
for all the comments related to china vs taiwan, i can assue you it will happen. and mostly likely xi will do it. it will be his most great achievement.

There are many influencing factors that foreigners may not necessarily be aware of. In fact, this has little to do with TSMC. Rather, it is that China’s domestic public opinion environment has undergone major changes.

Over the past several decades, domestic public opinion was generally pro-American and pro-Western, and it deliberately emphasized the positive side of Taiwan, while providing Taiwan with substantial economic support. But in recent years the situation has changed dramatically. One reason is that Taiwanese public opinion has spread widely through platforms like Xiaohongshu, VPNs, and other channels(Like the Japanese, they pray for the Three Gorges Dam to collapse and drown large numbers of Chinese people, and they celebrate when natural disasters happen in China.). People have gradually realized that Taiwan is not what we once expected it to be; many people there are pro-Japanese, and economic support from mainland China would only have the opposite effect.

This has actually happened many times in history. There is an old saying: some people only fear force and do not respect virtue. In addition, drastic changes in the international situation, and especially Trump coming to power, have profoundly changed the perceptions of the Chinese people. One can say he was the most critical factor. From that point on, the pro-American camp within China has had very little room to speak. He tore off the so-called fig leaf of democracy and helped the Chinese people establish confidence in their own system.

Regarding the Taiwan issue, mainstream public opinion almost universally supports resolving it through force. Hong Kong has already demonstrated the drawbacks of resolving issues through non-violent means. In many matters, it is actually the Chinese people who are pushing the Communist Party forward, while the Party instead needs to restrain public sentiment and act rationally. Everyone wants to fight and to resolve the issue completely through swift action. If TSMC is destroyed, it does not matter; we cannot use it anyway, and high-end chips have long been embargoed against us. The ones affected will not be us, but others.

Of course, based on my frequent experience using the PTT forum, Taiwanese young people themselves are also deeply divided. Many people have seen China’s progress and are not that hostile, but many others are still trapped in indoctrination. The most ironic thing about democracy is that, in many cases, it controls people’s thinking more severely than so-called non-democratic countries, especially in small states. But none of this is important, because the overall trend is set and unstoppable.

(It seems that no one is paying attention to the fact that China is imposing its most severe embargo on Japan, because the United States has just invaded Venezuela and is threatening Greenland. The United Kingdom and France have just bombed a certain country. You see, when Western countries are doing bad things themselves, they feel embarrassed to accuse others)

tonyplee 1 day ago||
[flagged]
BugsJustFindMe 1 day ago|
If people want an AI to hallucinate for them they can do it themselves, thanks.

Also, https://aramzs.xyz/thoughts/dont-post-ai-at-me/

webdevver 1 day ago||
applesisters...
linkage 1 day ago|
You could at least link to a Satania pic
boxed 1 day ago||
Tim Cook failing on the Cook doctrine ("We believe that we need to own and control the primary technologies behind the products that we make") is ironic.
runjake 1 day ago||
I'm sure if Apple could manage to run a fab with the quality and costs they get with TSMC, they would. I have little doubt they've been pushing forward on that mission.
boxed 13 hours ago||
I have heard not even a rumor that they are working on something like that.
dangus 1 day ago||
Owning a leading edge fab is not practical for most companies, even huge some ones like Apple.

Intel has even struggled with it since they traditionally didn’t sell capacity to other buyers. It worked for Intel because they traditionally had a near-monopoly over the laptop, desktop, and server chip market.

Apple certainly has the money to spin up their own chip fabricator, but there’s no guarantee it would be as good as TSMC, it would cost billions, and they would have less of an ability to sell capacity to other customers.

At the end of that effort they could be left with a chip fab that produces chips that still cost the same or more than what TSMC manufactures them for. It might just be cheaper to try and outbid Nvidia for priority.

FuriouslyAdrift 1 day ago||
Apple already is in the process of moving "most" chip production to Texas Instruments in Sherman, TX.

https://appleinsider.com/articles/25/08/22/apple-chips-to-be...

btown 1 day ago||
Per that very article, Sherman will be for support chips for power and peripherals, on legacy 45nm+ nodes.

Apple's investing heavily in the TSMC fab in Arizona, due to open in 2027, to have 3nm capabilities for its flagship chips, but it's unlikely that would ever cover a majority of that chipmaking.

https://www.aztechcouncil.org/tucson-chipmaker-tsmc-arizona-...

https://wccftech.com/tsmc-plans-to-bring-3nm-production-to-t...

WD-42 1 day ago||
Karma’s a bit.
knowitnone3 1 day ago|
not a word?
outside1234 1 day ago||
Ha! Well if it isn't karma that has come for Apple.

(Apple is well known for shoving "lesser vendors" out of the way at TSMC)

ericmay 1 day ago||
Is it karma or is it just normal business activities? When you're a large player like this you get pricing power. If another large player moves in and also has pricing power then negotiations and things like that take place. Business deals, profits, &c. all ebb and flow and this is no different.
outside1234 1 day ago||
It is just normal business. At the end of the day money talks -- and only Nvidia has more money than Apple -- for now.
cowsandmilk 1 day ago|||
Apple doesn’t operate the fab, TSMC does. Apple doesn’t shove anyone out of the way, TSMC makes those decisions. It is weird to blame Apple.
landl0rd 1 day ago|||
Weird take. If you want to undertake approximately a bajillion dollars in capex to prove out and scale up a new node, it is extremely to have one massive, anchor customer who will promise well in advance to offtake basically the entire thing for a bit and who has creditworthiness exceeded by few non-sovereign entities, and thus is able to write contracts against which it is easy to lend. Also this customer makes little chips (when your defect rate is higher) and bigger chips (when your defect rate is lower). Of course you don't try to synthesize this profile out of a bajillion tiny customers.
knowitnone3 1 day ago||
so if you win an ebay auction, did you shove "lesser people" out of the way?
2OEH8eoCRo0 1 day ago||
Hey Apple, how does it feel?
knowitnone3 1 day ago|
feels pretty good. thanks for asking
hu3 1 day ago||
customers will pay the bill so it doesn't matter
exabrial 1 day ago||
Hopefully this makes them think twice about I dunno, putting chips into cables.
aalimov_ 1 day ago||
I think you are referring to thunderbolt cables with their signal conditioning chips, and if that’s the case then I would like to say that TSMC isn’t making those chips. Afaik Intel and maybe some others make the chips that go into thunderbolt cables.
alt227 1 day ago||
Putting computers into cars was the real killer.
j4uie 1 day ago|
pft Emotional intelligence damage ,, instant karma pov: apple be like