News Apple COO Reportedly attends secret meetings with TSMC to reserve first batch of 2-nanometer production

[Admin]

Rumors of Apple developing its own AI servers seem much more feasible using TSMC's 2-nanometer fabrication process.

Apple COO Reportedly attends secret meetings with TSMC to reserve first batch of 2-nanometer production : Read more

 

[Eximo]

"Secret"

 

[thisisaname]

If AI is a gold rush, TSMC is making a fortune selling shovels.

 

[Eximo]

If AI is a gold rush, TSMC is making a fortune selling shovels.

More like shovel parts? Final assembly is very much elsewhere.

 

[CmdrShepard]

To catch up in the AI arena, Apple needs as much of the newest technology it can acquire.

No.

No, they don't.

The only place where Apple might be lagging in consumer products is in generative AI performance which is not surprising given that they are all responsible adults who consider the ecological impact of feataures they implement in their extremely popular, widely purchased, products.

Also, leave it to Apple to do the AI right.

They don't "catch up" -- they closely watch what others are doing and then they do it much better than everyone else. They not only improve things but also find compelling use cases, that's why their stuff sells like hot cakes.

 

[ToBeGood]

No one knows what is discussed.

Half glass full vs Half glass empty.

The same report can also line it this way and it make perfect sense.

Apple COO goes to visit CC Wei @ TSMC to discuss whether they are still going to manufacture all their product with TSMC. (Half Glass Empty)

You needed to understand less than a month ago (24 Apr 2024 vs 21 May 2024), CC Wei @ TSMC visit California where Apple is located. It is rare that CC Wei @ TSMC did not schedule a meeting with Tim Cook, its largest customer by revenue by far.

It is understood that the relationship of TSMC and Apple as a whole is good, therefore it is a surprise that if Apple still going to have all product manufacture @ TSMC then there are little needs to reconfirm things working well. The engineer down there will do all communication.

More likely so is Apple do want to change something, no matter it is pricing / level of partnership / unhappy things of current situation (e.g. product availability, future roadmap, capacity, etc.), and this something can not be resolve over the phone.

I can write a report tomorrow headlined Rumors: Apple want to reduced it reliance to TSMC and seek for a second foundry.

 

[ezst036]

......... but also to catch up with the competition in artificial intelligence (AI).

Apple? Lagging? That's not what Apple cultists tell me.

The word on the street is that Apple blows everybody out of the water with their front-line leading performance and features and this next chip is just going to blow them out of the water again.