The past 24 hours have really been something for Apple. I went to bed cursing Mark Gurman's name last night, and woke up eating my words; we actually did get new Macs. No event, no surprise fanfare, just a press release and a configuration page. Now we have AR shakeups to compliment the reports of a struggle to piece together a truly "Pro" desktop Mac replacement.

Sounds like their roadmap is getting shuffled around quite a bit. Not sure what all of this amounts to, but part of me feels like they're starting to get friction from TSMC. With reports that their exclusivity deal is starting to melt away[0], Apple might be seriously reconsidering what it means to have the most-dense silicon.

[0] https://www.techspot.com/news/97269-tsmc-may-cut-3nm-wafer-p...