mdriftmeyer

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mdriftmeyer
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  • Goldman Sachs sees iPhone sales tanking 36%, says sell AAPL shares

    mdriftmeyermdriftmeyer
    Only an idiot will sell. The long holders will just buy on the dip, and Goldman wants you to sell so it gets more shares at a lower price point. Hedge Funds want you to sell so they cover their positions and don't go bankrupt.
    entropys

  • Apple, Google reportedly at odds with UK NHS over centralized contact tracing

    mdriftmeyermdriftmeyer
    The only part of this article that matters.

    For its part, the NHSX denied claims of a "standoff" with the tech giants.

    "This suggestion is completely wrong. Everyone is in agreement that user privacy is paramount, and while our app is not dependent on the changes they are making, we believe they will be helpful and complementary," a spokesperson said.



    chasm

  • Apple ups orders for 5nm chips from TSMC, presumably for new iPhone

    mdriftmeyermdriftmeyer
    tht said:
    tmay said:
    danvdr said:
    10,000? Seems like a pretty small number.
    I'm thinking 10,000 wafers.
    As a first order approximation, each wafer is 300 mm in diameter and a typical Apple iPhone SoC is 100 mm^2, those 10k wafers equate to about 7 million SoCs. There will be losses so it would be something like 5m instead. 

    Apple will sell on order 40m to 50m A14 SoC models in cal Q4 2020, so not a lot, but this is on top of what Apple has already ordered. Always nice to have more capacity. 

    Would be nicer if those wafers were for Mac ARM processors. 
    Take your 7 million and multiple by .80 or 80% wafer viability and you get 5.6 million viable SoC A14 chips. The 7nm is just over 75% average yield efficiency and TSMC themselves stated 5nm is just at or slightly above 80% average yield efficiency.
    tmaywatto_cobra

  • VoIP-Pal targets Apple's FaceTime, iMessage in renewed patent infringement battle

    mdriftmeyermdriftmeyer
    daven said:
    "Developed by Digifonica and protected in 2019 as U.S. Patent No. 10,218,606..." so it was patented long after FaceTime was released?

    It was first filed in early 2018. Yes, I do believe this one is going to be fun. Fun for Apple.
    StrangeDayswatto_cobra

  • New Intel 10th-gen H-series chips launched, suitable for 2020 MacBook Pro refresh

    mdriftmeyermdriftmeyer
    tht said:
    They aren't suitable for PCs either. If you want more performance, mind as well put an i9-9900K in your laptop. It's not that far removed from putting an i9-10980HK into your laptop. Or, buy an AMD 4000-series APU laptop.

    Apple has its answer: AMD. The Zen 3 is PCI-4.0 and it's successor in 2021 is PCI-E 5.0. Dr. Lisa Siu and company have hit it out of the park, and with the upcoming Infinity Architecture debuting this Fall with Zen 3 the RDNA 2.x/CDNA 1.x ecosystem will just continue to evolve and it makes no sense for Apple to do anything but use AMD.

    People don't have to worry about production as Apple will ensure production is solid with their usual approach to large orders.

    TSMC 7 nm is 7nm+ and mature.

    iOS devices will see the 5nm for the A series.

    We aren't moving to ARM when AMD is spanking Intel at half lower prices.
    canukstormhodar