Apple to occupy 90% of TSMC 3nm capacity in 2023

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by lvl102 on Monday May 15, 2023 @09:12AM (#35947609)

I feel this is a complete waste of leading tech: going into another slate of Apple products that do not need these advancements. I feel these slots should go to GPUs for AI and Apple is just hogging the capacity. It’d be one thing if Apple actually worked on AI softwares a bit and made it readily available to developers.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by joakleaf on Monday May 15, 2023 @09:35AM (#35947904)

Regarding this: > It’d be one thing if Apple actually worked on AI softwares a bit and made it readily available to developers.

* Apple Silicon CPUs have a Neural Engine specifically made for fast ML-inference

* Apple supports PyTorch (https://developer.apple.com/metal/pytorch/)

* Apple has its own easily accessible machine-learning framework called Core-ML (https://developer.apple.com/machine-learning/)

So it would be inaccurate to say that they are not doing anything for the ML community.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by jjoonathan on Monday May 15, 2023 @09:16AM (#35947661)

Apple pays a premium for the privilege of using their face to test the new node for brick walls.

Sure, sometimes it means they get the newest bestest chips a year early and the fans can party, but if you're an anti-fan just remain patient and I suspect one of these years you will be the one with reason to party.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by lvl102 on Monday May 15, 2023 @09:19AM (#35947687)

Which is my point exactly. They’re using market power to basically stymie competition. This is textbook anticompetitive behavior.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by bzzzt on Monday May 15, 2023 @09:38AM (#35947951)

Investing into something better than your competitors make is competing, not anticompetitive.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by Someone on Monday May 15, 2023 @09:29AM (#35947823)

Is it? I think it’s using money, not market power.

Using market power would be threatening TSMC to shop elsewhere if they sell the same tech to others. I’ve not heard claims they do.

I also think TSMC is the one having market power there, but given that Apple pay’s a lot for them to build the tech, that may not be as large as one would think.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by eliseomartelli on Monday May 15, 2023 @09:47AM (#35948072)

I don't think this is the case. There are other semiconductor manufacturers, for example Samsung.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by bombcar on Monday May 15, 2023 @09:14AM (#35947624)

If the M3 doesn’t have some AI capacities that are at least somewhat utilized by something (probably bad Siri) I’ll be highly surprised.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by JKCalhoun on Monday May 15, 2023 @09:22AM (#35947729)

Everyone, please let me have "Bad Siri" for the name of my next band.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by bombcar on Monday May 15, 2023 @12:16PM (#35950612)

I was watching a YouTube video and the guy said something like "but hey, seriously" and the audio on the computer muted and Siri appeared wondering what was going on.

So your first hit single should be about how important grass cultivation is to modern meat production: "Hay, seriously."

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by samwillis on Monday May 15, 2023 @09:14AM (#35947633)

Stick that "GPUs for AI" in every new portable device for local efficient use and you have me won over though. I don't want my AI in the cloud, or on expensive desktop machines.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by hammock on Monday May 15, 2023 @09:14AM (#35947628)

It’s the hardware version of the tech company “hire this smart person so they don’t go work somewhere else”

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by lvl102 on Monday May 15, 2023 @09:28AM (#35947814)

It’s anticompetitive. DoJ/FTC should be all over this. They’re using leading edge for VR. Whatever they’re rolling out next month will go down as one of their biggest failures and it will be Tim Cook’s legacy.

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by hammock on Monday May 15, 2023 @09:46AM (#35948063)

DoJ and FTC have no jurisdiction in Taiwan. It would be WTO if anyone

[ Parent | on HN ]

Re:Apple to occupy 90% of TSMC 3nm capacity in 2023 by pjc50 on Monday May 15, 2023 @09:17AM (#35947669)

Apple need to make another few hundred million iPhones every year.

[ Parent | on HN ]