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A comment on TSMC confirms 3nm tech for 2022, could enable epic 80B transistor GPUs. Parent comment

Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by tomerico on Wednesday December 02, 2020 @01:12PM (#25279357)
Apple is the one company that has proven itself as extremely capable of going more vertical when it is unhappy with its suppliers. This could be a case where if they don’t fulfill apple’s requests, they could lose Apple completely long term.
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Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by sudosysgen on Wednesday December 02, 2020 @02:39PM (#25280551)
Apple isn't going to be replacing TSMC. It would take a few hundred billion dollars of investment at best.
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Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by theandrewbailey on Wednesday December 02, 2020 @02:54PM (#25280746)
Apple has deep enough pockets. They could stomach it.
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Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by SubjectToChange on Wednesday December 02, 2020 @05:43PM (#25282747)
There is absolutely no way Apple would build their own foundry. You are talking about a yearly investment of five to ten billion dollars, not to mention how long it'd take to actually make it production ready.

Technical problems aside, Apple's stakeholders would fire the entire board if they approved something like that.

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Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by jskajakzkjx on Thursday December 03, 2020 @01:13PM (#25292312)
I don’t think shareholders would be very happy to have that money spent on capex instead of paying dividends.
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Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by sudosysgen on Wednesday December 02, 2020 @03:07PM (#25280902)
I'm not convinced the advantage it might or might not conter would be worth hundreds of billions of dollars.
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Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by gonzo on Wednesday December 02, 2020 @01:21PM (#25279490)
This.

Nobody thought Apple would make its own CPUs (SoCs, really.)

Apple is going vertical.

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Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by mensetmanusman on Wednesday December 02, 2020 @02:04PM (#25280063)
Apple is vertical in design (IP, software) not manufacturing.
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Re:TSMC confirms 3nm tech for 2022, could enable epic 80B tr... by thoughtsimple on Wednesday December 02, 2020 @02:57PM (#25280784)
As far as I know, Apple doesn't manufacture anything. All manufacturing is outsourced. So it isn't likely that they will want to build a fab for several 10's of billions of dollars even thought they probably could.
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