Not sure where to report this, but it looks like some domestic semiconductor companies are furloughing employees next month due to reduced demand they attribute to tariffs. Source is my son who works in the industry who is being furloughed because their customers are shutting down operations...
There is no country not being tariffed right now, btw. It gets Apple out from behind the most crippling tariffs, but there's a 26% tariff on India imports that is temporarily suspended. That's $200 on the base iPhone.
Report that Apple will split iPhone releases into a pro/foldable and non-pro/se into a standard fall/spring schedule. That would create opportunities for Apple to differentiate by pro/non-pro A series and distribute that demand better across TSMC. That always seemed inevitable.
The reason why both AMD and Intel are losing to Apple on performance potential is not because of management or engineering, but lack of control. Apple is able to shed a shit ton of technical debt because they can force changes on the software/OS side (ensure backward compatibility through...
20% isn't hard to hit, tbh. Particularly when you are acquiring and throwing off so many new businesses as Intel did. You build up these layers to mange the new complexity but you don't fully remove them when you cast that complexity off.
Right, but that TSMC partnership is not independent of what I said. ARM + foundries blew holes in both of Intel's moats - proprietary x86 tied to the best process - which reinforced each other. Once enough dollars flowed into foundries like TSMC via mobile, they caught up quickly on process, and...
They only had a massive CPU advantage because there wasn't PC volumes of dollars flowing into mobile architectures before. And they don't have an advantage now because there aren't mobile volumes of dollars flowing into PC architectures.
And in 2013, their architecture was already darn crusty.
I think we're past the point of most CEOs being gullible enough to fall for the 'maybe if we suck Trumps dick he'll give us a nice pat on the head' form of negotiating. Trumps whole thing is establishing dominance, and if you appease him, he's just going to demand more later. He only backs down...
I'm of the view that Intels foundry business is only going to be saved by investment by domestic fabless industry, and that would need buy in from the government (which isn't going to happen with this crew), and that Apple would have plenty of uses for such a business commitment even if they...
In fairness, they aren't particularly well suited to a 19" rack either. For $100 you can get a mount for 3 M4 minis in 2U. So 2 racks, plus another $3K in mounts. Another $5K isn't huge, but not nothing either.
You think it's more likely that Apple is going to be making an unprecedented reveal at a technology conference that they are now fabbing at Intel rather than they happened to be authors that previous worked at Intel? Same for Nvidia?
The administration is objectively not aware of any of these issues, based on their own behavior.
Bringing American manufacturing back is contradictory to raising revenue to balance the budget. Note, in the first Trump admin, the feds raised $0 net dollars because all of the revenue raised had...
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