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Regarding Apple specifically, no, I don't believe they have the fabs to support that scale. Bing chat says Apple themselves manufactures the M2 chip but it must
by bpiche 2y ago
Regarding Apple specifically, no, I don't believe they have the fabs to support that scale. Bing chat says Apple themselves manufactures the M2 chip but it must be hallucinating, I strongly doubt they have <5nm manufacturing capability in house. Personally assume that pretty much every <10nm process chip is made by TSMC but I'm not a semiconductor professional and not really qualified for this kind of strategic forecasting. TSMC themselves have tried to diversify manufacturing across the globe but at least in the USA it has been more or less a failure [0]
Maybe Apple will try to rekindle that partership with ARM, or maybe they've diversified enough that they can try to make something with old TSMC fabs in Vietnam, assuming the war doesn't engulf them too, but I didn't think any sub 10nm stuff was being made outside of Taiwan.
The invasion is more or less a certainty in the next few years, though. I am much more sure about that than any prognostications about Apple's response to the invasion
[0] https://arstechnica.com/tech-policy/2023/07/tsmc-delays-us-chip-fab-opening-says-us-talent-is-insufficient/ https://arstechnica.com/tech-policy/2023/07/tsmc-delays-us-c...