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1. Apple literally pays billions to TSMC to build a new fab 2. So Apple gets exclusive rights to those new fabs for the first 2 years 3. As a result, Apple ge
by alberth 4y ago
1. Apple literally pays billions to TSMC to build a new fab
2. So Apple gets exclusive rights to those new fabs for the first 2 years
3. As a result, Apple gets access to the latest performance benefits of the newest nodes 2 years before anyone else
4. Additionally, since Apple chips are SoC - EVERYTHING (gpu, memory controller, memory, cpu, etc) gets fabbed on thr newest highest performing node. This has never been done before because even Nvidia latest chips, due to cost, are typically in 4 year old nodes, along with memory controllers etc.
You can’t underestimate the massive benefit of having the entire SoC fabbed on a node that no other company can gain access too for 2+ years
- philistine 4y agoThen why was Apple winning against every other phone chip before they got access to 5nm? The M1 is the first time Apple has had exclusive access to a node in its decades plus history of making chips, and yet it has had the fastest chips for a decade.