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Apple and Intel would dominate the 2nm chip race in 2026

 2 years ago
source link: https://www.neowin.net/news/apple-and-intel-would-dominate-the-2nm-chip-race-in-2026/
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Odd headline...how can Apple dominate a market space they are not even in? Apple doesn't fab anything, they don't make chips of any size, diffidently not 2nm.

Odd headline...how can Apple dominate a market space they are not even in? Apple doesn't fab anything, they don't make chips of any size, diffidently not 2nm.

Huh? It doesn't really matter who fabs the chips. Apple designs their own chips that are used in phones, tablets, and PCs. It was mentioned in this article the new IPhone with use a 3nm Soc and the next iPhoen after that will use...wait for it...a 2nm chip.

Huh? It doesn't really matter who fabs the chips. Apple designs their own chips that are used in phones, tablets, and PCs. It was mentioned in this article the new IPhone with use a 3nm Soc and the next iPhoen after that will use...wait for it...a 2nm chip.

You have it exactly backwards. It doesn't matter who designs a chip, the node side is purely a function of fabrication.

Also, really? You are telling me Apple makes designs their own chips? If you think I needed to be told that, we are having entirely different conversations. I could tell you which TSCM fab produce Apple chips by name. My point wasn't that Apple doesn't have their own chip, it was that they don't fab it, and therefore are not responsible for the 2nm achievement.

Odd headline...how can Apple dominate a market space they are not even in? Apple doesn't fab anything, they don't make chips of any size, diffidently not 2nm.

By dominating the 2nm race, I am talking about the first companies to implement the N2 node chips into their products and not anything otherwise.

Sorry if the headline is confusing.

You have it exactly backwards. It doesn't matter who designs a chip, the node side is purely a function of fabrication.

Also, really? You are telling me Apple makes designs their own chips? If you think I needed to be told that, we are having entirely different conversations. I could tell you which TSCM fab produce Apple chips by name. My point wasn't that Apple doesn't have their own chip, it was that they don't fab it, and therefore are not responsible for the 2nm achievement.

They can eat up the majority of the fabrication capacity, which will initially be limited, by putting in very large orders ahead of time.

This is a kind of market dominance, even if they're not responsible for the fabrication.

You have it exactly backwards. It doesn't matter who designs a chip, the node side is purely a function of fabrication.

Also, really? You are telling me Apple makes designs their own chips? If you think I needed to be told that, we are having entirely different conversations. I could tell you which TSCM fab produce Apple chips by name. My point wasn't that Apple doesn't have their own chip, it was that they don't fab it, and therefore are not responsible for the 2nm achievement.

So... your point is ASML is the one leading? Because if we go back as many times as it takes those are the dudes making the machines that fabs employ...

Whether it's Intel, TSMC or Samsung, they all go for ASML.

I don't know, I think the headline is fine, if they're the first ones that bring products to market using those lithographies, I think it's on point.

You have it exactly backwards. It doesn't matter who designs a chip, the node side is purely a function of fabrication.

Also, really? You are telling me Apple makes designs their own chips? If you think I needed to be told that, we are having entirely different conversations. I could tell you which TSCM fab produce Apple chips by name. My point wasn't that Apple doesn't have their own chip, it was that they don't fab it, and therefore are not responsible for the 2nm achievement.

Ummmm You know who fabs Apple chips and the article said TSMC fabs Apple chips than what is the problem again? I took it that being the first to move to 2nm in their PRODUCTS would allow them to continue to "dominate".

Oh wait... You are just commenting on the words used in the freaking headline? Sorry, I must be to old school and actually read the ARTICLE and am only really interested in discussing the content of the article.

Ummmm You know who fabs Apple chips and the article said TSMC fabs Apple chips than what is the problem again? I took it that being the first to move to 2nm in their PRODUCTS would allow them to continue to "dominate".

The problem is crediting Apple with something they didn't do, especially considering they are calling it the "2nm chip race." That implies Apple did something to lead that effort. I said the same a few years ago when AMD made their big 7nm splash then; it had nothing to do with them.

The analogy I like to make for this, is imagine FedEx and UPS started making a big deal about how fuel officiant their delivery fleet is (in fact FedEx has an EV truck ad running now). Clearly those trucks are a huge part of their business, so you can bet they worked hard to negotiate the best contract they can to get the best possible trucks for the price. They might even negotiate some custom designs that are not available to other customers. However, it wouldn't be fair to act like either company did anything to move the automotive industry forward, that isn't the industry they are in and not where they are making contributions.

It is the same with Apple and AMD, they have nothing to do with fabrication. Other than negotiating to use TSMC's fab, they did nothing for those nodes they are using. Credit them with the design of their chips (both have done some really amazing things), and credit TSMC for making some of the best fabs on earth (which is somewhat thanks to Intel dropping the ball so hard).

The problem is crediting Apple with something they didn't do, especially considering they are calling it the "2nm chip race." That implies Apple did something to lead that effort. I said the same a few years ago when AMD made their big 7nm splash then; it had nothing to do with them.

The analogy I like to make for this, is imagine FedEx and UPS started making a big deal about how fuel officiant their delivery fleet is (in fact FedEx has an EV truck ad running now). Clearly those trucks are a huge part of their business, so you can bet they worked hard to negotiate the best contract they can to get the best possible trucks for the price. They might even negotiate some custom designs that are not available to other customers. However, it wouldn't be fair to act like either company did anything to move the automotive industry forward, that isn't the industry they are in and not where they are making contributions.

It is the same with Apple and AMD, they have nothing to do with fabrication. Other than negotiating to use TSMC's fab, they did nothing for those nodes they are using. Credit them with the design of their chips (both have done some really amazing things), and credit TSMC for making some of the best fabs on earth (which is somewhat thanks to Intel dropping the ball so hard).

This prompted you to post a longer comment? Sorry, I didn't read your analogy.

Again, no one said Apple fabs or manufacturers anything. That was a personal take by YOU from reading the headline that would easily have been cleared up by READING THE ARTICLE and saved you from making any comment. Seriously, no one cares about the headline and this new trend of discussing them is really annoying.

This prompted you to post a longer comment? Sorry, I didn't read your analogy.

Again, no one said Apple fabs or manufacturers anything. That was a personal take by YOU from reading the headline that would easily have been cleared up by READING THE ARTICLE and saved you from making any comment. Seriously, no one cares about the headline and this new trend of discussing them is really annoying.

Please scroll back up to your first comment...where you clearly seemed to be confused when you made that comment. I am glad the you between then and now has learned something. I consider that a win.

I was never confused and I did skim the article...at least enough to see it didn't have any new information. Yes, I clearly saw it said TSMC. I was simply saying the title was poorly worded. You don't agree, that is fine, but that is my take from someone who understands this topic very well.

Please scroll back up to your first comment...where you clearly seemed to be confused when you made that comment. I am glad the you between then and now has learned something. I consider that a win.

I was never confused and I did skim the article...at least enough to see it didn't have any new information. Yes, I clearly saw it said TSMC. I was simply saying the title was poorly worded. You don't agree, that is fine, but that is my take from someone who understands this topic very well.

I guess my point is lost on you... Only YOU were confused by the headline and if you did read the article why was your comment needed at all? Can we please keep discussion to the article itself?

I agree was confused because you made a point Apple doesn't fab anything when no one said that. Have we come full circle yet?

I guess my point is lost on you... Only YOU were confused by the headline and if you did read the article why was your comment needed at all? Can we please keep discussion to the article itself?

I do agree was confused why you thought anyone was saying Apple fabbed anything.

The term nanometer or nm is a fabrication term, plain and simple. Many don't seem to understand that. If you talk about 2nm, you are talking fabrication, if you then say Apple, you are combining unrelated things. That is why I called out the title, it perpetuates that wrong perception.

What I don't understand is you said you don't care about titles, but you seem very interested in my critique of the title. If you don't care about the title, then why do you care what I think about it?

Anyway, good conversation man. I didn't mean to get ugly about it. I am happy to agree to disagree. I think we understand each other pretty well at this point.

Ah yes...and the moon is made of cheese.

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