Apple to occupy 90% of TSMC 3nm capacity in 2023
Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behind.As a complete other aside, I'm excited to see what comes with the M3, particularly any neural cores. I would be much more excited about all the new AI tools if they could be run locally, Apple are again in the unique position to be able to make that possible for the masses. WWDC is hopefully going to be super interesting.What we need is a sudden and massive increase in memory on these chips to make having LLMs viable on everyday affordable devices. I do wander if that may be something Apple surprise us with.