Probably don’t feel like getting an other n3b generation where they have to toss most of the wafer

Sounds ok I guess, but while we're busy talkin about 2 & 3nm, I'm sure both TSMC & the fruity boys are hard at work on the next biggest (er smallest) thing, like sub-nm chips, hahahahahaha :D

This is a potential bummer, if true, as another year of 3nm for Apple means another year of those fabs not being occupied by things, well, mostly non-Apple.

I have a feeling Apple is playing hardball for pricing, as they have before, and will use 2nm in 2026 (A20), but IDK. It makes absolutely zero sense to have those 2nm fabs operational if nobody is making chips there.
Apple attempts to negotiate, but really is not in the position to do so (given they demand process leadership as part of their business model). That's why these stories are floated but generally eventually inaccurate.

TBQH though, this does line up with people whom feared that 3nm would not go truly wide until it was manufactured in the US (in ~2027), which I was kind of hoping would not be the case. We'll see.

Even if so, it's not to say we won't get 3nm GPUs/CPUs before that point, only that it may be slightly later, have lower supply at first, and/or come at a larger premium until then...which sucks.

If it is true, then the true value (and perhaps performance due to needing every possible chip to yield) from 3nm products may not be seen until a refresh generation from AMD/nVIDIA in ~2028 (on n3p).

In some (if not many) ways this does make sense, as the continued cost of 2nm are likely due to TSMC seeing the road-ahead is difficult/expensive, and this buys them time (a couple years) to make a better process.

The continued high costs will likely continue until Samsung etc can compete on that approximate level (N2P and/or BSPD), while the margins until then could fund TSMC's fulfillment of something better.

alwaysstsThis is a potential bummer, if true, as another year of 3nm for Apple means another year of those fabs not being occupied by things, well, mostly non-Apple.

I have a feeling Apple is playing hardball for pricing, as they have before, and will use 2nm in 2026 (A20), but IDK. It makes absolutely zero sense to have those 2nm fabs operational if nobody is making chips there.
Apple attempts to negotiate, but really is not in the position to do so (given they demand process leadership as part of their business model). That's why these stories are floated but generally eventually inaccurate.

TBQH though, this does line up with people whom feared that 3nm would not go truly wide until it was manufactured in the US (in ~2027), which I was kind of hoping would not be the case. We'll see.

Even if so, it's not to say we won't get 3nm GPUs/CPUs before that point, only that it may be slightly later, have lower supply at first, and/or come at a larger premium until then...which sucks.

If it is true, then the true value (and perhaps performance due to needing every possible chip to yield) from 3nm products may not be seen until a refresh generation from AMD/nVIDIA in ~2028 (on n3p).

In some (if not many) ways this does make sense, as the continued cost of 2nm are likely due to TSMC seeing the road-ahead is difficult/expensive, and this buys them time (a couple years) to make a better process.

The continued high costs will likely continue until Samsung etc can compete on that approximate level (N2P and/or BSPD), while the margins until then could fund TSMC's fulfillment of something better.

Some ai chips design house or crypto bro will foot the bill if apple doesnt.as long as the market doesn’t correct it self there is a lot of stupid money that can be thrown at it.

remember Altman throw a trillion at making fabs for ai?

kondaminremember Altman throw a trillion at making fabs for ai?

He better start making nucular reaktors first, one reaktor every morning until he spends one half of that trillion. Or is he planning to make chips that produce electricity instead of consuming it?

WirkoHe better start making nucular reaktors first, one reaktor every morning until he spends one half of that trillion. Or is he planning to make chips that produce electricity instead of consuming it?

Humanity needs them with or without AI.
Electricity needs to be a lot cheaper and constant if they want us to do away with natural gas for heating
Never mind the amount of power needed to desalinate water.