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0 pointspengaru5y ago0 comments

Without any independent actual measurements of the same stack running on the same hardware with those optimizations turned off, we can't draw any conclusions regarding their significance.

Considering Apple has been so adamant about misrepresenting what's really TSMC silicon as "Apple Silicon", I'm viewing everything they say through "PR oozing with insecurity about not actually controlling access to their chip's manufacturing process, and desperate to convince consumers (and investors) of this being a uniquely Apple advantage" glasses.

0 comments

mdellabitta5y ago

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?

pengaruOP5y 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.

mdellabitta5y 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

0 pointspengaru5y ago0 comments

Without any independent actual measurements of the same stack running on the same hardware with those optimizations turned off, we can't draw any conclusions regarding their significance.

0 comments

mdellabitta5y ago

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?

pengaruOP5y 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.

mdellabitta5y 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