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VRM by Admiral
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For what it's worth, Reader Mode in Firefox displays the article text anyway.
Ah, so this wasn't a decision Apple freely made based on technical merits. Instead it sounds more like big government and a fancy stock manipulation scheme.
My guess, Apple drags their feet for a couple years and bails after Trump leaves office(or is significantly weakened after the midterms).
Sure, supply chain redundancy is good, but that wasn't enough to get AAPL interested before.
What's wrong with US gov caring about supply chain and manufacturing capability of the most needed technology right there - on American soil?
It is in US' interest to be able to produce such complex tech locally
Honestly, I found it hard to understand why they abandoned RAM and solid state memory fab sectors too. With all the national security spending by DoD, DoE, etc., I would have thought there is room for some US-based business to remain, even if some of the mass consumer stuff has been lost to low margin international competitors.
Apple will gain increasingly needed diversification.
US supply chain gets a boost.
Should be fine for TSMC in the short to medium term. Apple not going to risk actual mainline iPhone SoC on Intel any time soon, so lion share of TSMC Apple revenue will be fine.
It was only 9 months ago [0] that almost everyone here was bearish (not me [1]). Now it is the opposite.
Next we will here some folks wishing they should have joined Intel when it was $20 a share.
That alone is a strong reason for Apple to show up. Apple has some pretty wild patents on chiplet System-on-Chip designs! https://bsky.app/profile/ogawa-tadashi.bsky.social/post/3mi7...
It is probably a second source deal for a popular chip or a support chip in an older process node like a power converter.
torben-friis•1h ago
Is this maybe a way to expand the affordable neo line?
NetMageSCW•1h ago
Also, the NEO line uses cutting edge technology that is necessary for the iPhone SOC, so this is probably for other chips.
tambourine_man•41m ago
The government (both current and previous administrations) is doing everything it can to make sure they do keep up, at the very least. And with enough money being thrown at it, they probably will.
boplicity•16m ago
Nobody benefits if just one company controls the state of the art in chip manufacturing, and Intel is one of maybe two other companies positioned to have a chance at competing effectively with TSMC.