> 2. Manufacturing bandwidth - they probably spent the first half of the year manufacturing the 3nm iphone processor while researching the mbp processor. I expe

> 2. Manufacturing bandwidth - they probably spent the first half of the year manufacturing the 3nm iphone processor while researching the mbp processor. I expect it's difficult to ramp manufacturing on many chips simultaneously Sort of. It's that the whole concept of a "ramp" implies that manufacturing things (not just chips!) starts expensive and risky and get cheaper and reliable over time as people work out the kinks in the various processes. The M2 is mature. TSMC can make them reliably and in high quantity at low marginal price. Why would you *not* sell a product like that if there's a market for it?