A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
Taiwan has had decades to perfect the resource allocation, supply chains, knowledge, and work culture to make those damn things.
…
Uh, Apple taught them from scratch in less than 20 years.
Now they have a proven plan on how to do it, what to look out for.
Like, the on part Apple didn’t understand is that China was ok with Apple employees being treated as disposable, because they’d burn out, quit, (maybe) recover, and by then alreybe replaced.
Now an Apple trained employee needs a job and Apple won’t hire them back. Repeat that tens of thousands of times and before Apple releazied all they were doing was training their competition, it was too late.
It wouldn’t be “years of failure and low output”. It would be years of nothing to build the infrastructure and then flip a switch.
As a bonus this makes chips for weapons in parallel, something we desperately need to do.
This ain’t just a crackpot idea, and it’s not just mine.
It’s just any country that does it, risks kissing off the only manufacturer till up and running. It’s fucking with trillions of dollars. We need an arms race scenario with multiple countries trying to be first.
Apple uses TSMC’s services because there’s a huge difference between what Apple does (chip design) vs what TSMC does (chip manufacturing).
It wouldn’t be “years of failure and low output”. It would be years of nothing to build the infrastructure and then flip a switch.
No, the failure and low output come AFTER the switch is flipped, unless you get a TON of industry know-how from TSMC. First you have nothing, then you have low yields until you figure out the processes.
…
Uh, Apple taught them from scratch in less than 20 years.
Now they have a proven plan on how to do it, what to look out for.
Like, the on part Apple didn’t understand is that China was ok with Apple employees being treated as disposable, because they’d burn out, quit, (maybe) recover, and by then alreybe replaced.
Now an Apple trained employee needs a job and Apple won’t hire them back. Repeat that tens of thousands of times and before Apple releazied all they were doing was training their competition, it was too late.
It wouldn’t be “years of failure and low output”. It would be years of nothing to build the infrastructure and then flip a switch.
As a bonus this makes chips for weapons in parallel, something we desperately need to do.
This ain’t just a crackpot idea, and it’s not just mine.
It’s just any country that does it, risks kissing off the only manufacturer till up and running. It’s fucking with trillions of dollars. We need an arms race scenario with multiple countries trying to be first.
Source on TSMC hiring ex-Apple employees lol
Apple uses TSMC’s services because there’s a huge difference between what Apple does (chip design) vs what TSMC does (chip manufacturing).
No, the failure and low output come AFTER the switch is flipped, unless you get a TON of industry know-how from TSMC. First you have nothing, then you have low yields until you figure out the processes.