Apple has both a 48 core & 64 core GPU variant of the M1 Ultra. Since the GPU is the largest single element of the M1 Max / Ultra, that's how they are handling

Apple has both a 48 core & 64 core GPU variant of the M1 Ultra. Since the GPU is the largest single element of the M1 Max / Ultra, that's how they are handling yields. And it's then +$1000 for the 64 core variant over the 48 core, suggesting probably "normal" TSMC yields and then a very healthy profit margin. Apple does have the luxury of just charging whatever they want for this SoC since they are a market unto themselves. So even if yields are bad, they can just pass that cost along to the consumer. Not entirely unlike what Intel used to do with Xeons before AMD re-entered the picture and what Nvidia kinda does with the likes of the A100.