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0 pointsmdellabitta5y ago0 comments

Based on your qualification of who's silicon it is, AMD, Broadcom, Marvell, MediaTek, Nvidia, STMicroelectronics, and Qualcomm do not manufacture chips... Even IBM uses TSMC. That's a lot of the CPU silicon shipping right now.

The market has changed, and most CPU vendors don't fab their own chips anymore. The IP is in the chip design. Are you saying TSMC designed the M1?

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pengaru5y ago

I'm saying TSMC makes non-Apple chips as well, so Apple isn't enjoying as defensible of a moat when it comes to silicon as their marketing wants you to believe.

We are in agreement.

mdellabittaOP5y ago

But the point is that manufacturing has become commodified. If TSMC doesn't work out, there are other fab companies to use.

j / k navigate · click thread line to collapse

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pengaru5y ago

I'm saying TSMC makes non-Apple chips as well, so Apple isn't enjoying as defensible of a moat when it comes to silicon as their marketing wants you to believe.

We are in agreement.

mdellabittaOP5y ago

But the point is that manufacturing has become commodified. If TSMC doesn't work out, there are other fab companies to use.

j / k navigate · click thread line to collapse