Comments on: Samsung Q3 2021 & Semis – Cycle economics

By: RICHARD WINDSOR

RICHARD WINDSOR — Mon, 01 Nov 2021 12:13:17 +0000

OK… I had a look through these… and while they are interesting they do nothing to provide any hard evidence one way or the other… I will scout around and see if I can find some more…

By: RICHARD WINDSOR

RICHARD WINDSOR — Mon, 01 Nov 2021 06:31:22 +0000

Many thanks… I am working on this at the moment….

By: Colin

Colin — Thu, 28 Oct 2021 15:28:32 +0000

> This choice is also complicated by the possibility that Apple has demonstrated that the x86 processor is now obsolete which would mean that Intel becomes a foundry.
> I am very far from holding this view, but it is a possibility and it won’t be until 2022 that we see an x86 processor on TSMC’s 5nm process that one will begin to have an inkling of just how much TSMC has to do with Apple’s current superiority.

Below are some answers to that question, from developers, engineers, power users and senior industry visionaries. No fanboys.

Of course TSMC’s process makes a difference but the M1 Pro and M1Max are radical new architectures built as systems on a chip. Also, we haven’t yet seen the effect of new software from Apple that the new chips enable. Intel’s system in a package approach will never catch up because its internal communications are too slow.

It takes a while to understand the scale of the change. Time well spent I think. In no particular order, here are a few people who get it across.

https://www.iphonehacks.com/2021/10/veterans-concur-apple-outdid-intel.html
https://twitter.com/andysomerfield/status/1451859111843356676
https://www.anandtech.com/show/17024/apple-m1-max-performance-review
https://youtu.be/D8oFSlBHo14

By: Colin

Colin — Thu, 28 Oct 2021 15:20:53 +0000

Below are some answers to that question, from developers, engineers, power users and senior industry visionaries. No fanboys.

Of course TSMC’s process makes a difference but the M1 Pro and M1Max are radical new architectures built as systems on a chip. Intel’s system in a package approach will never catch up because its internal communications are too slow.

It takes a while to understand the scale of the change. Time well spent I think. In no particular order, here are a few views that get it across.