FileMakerFeller

I have serious doubts about this argument.

My gut feeling is that if the PC and mobile phone manufacturers aren't ordering as many 3nm chips there will be PLENTY of other device manufacturers happy to soak up the demand. I don't understand why Intel, Qualcomm and Samsung are purportedly not having success convincing their own customers to make the switch to the smaller-process chips, or selling to brand new customers. Per-unit costs are going to be higher, but the devices that can be built with the newer chips have so much to gain. Aren't we supposedly in the midst of the IoT revolution? Don't we have concerns from the US DoD that chip supply reliability is a strategic concern? What better time to secure manufacturing capacity than when commercial demand drops? Aren't the auto makers still demanding processing capability for their vehicles? Don't we have an AI boom that is processor-hungry? Digital currencies to mine? AAA games to play?

Frankly, if EUV equipment sales drop it's going to be because of the ban on selling that stuff to China and not because of reduced demand from the PC/phone sector affecting the chip manufacturers (which is also only an allegation at this stage). And even IF all of that is true it's likely to be a short-term dip as the world normalises now that covid has been mitigated.

AppleInsider said:

The deadline for information submission has been set, and it is much less than a year away. In August 2023, the Cyberspace Administration of China (CAC), said that companies have until March 2024 to file.

So, not a problem for Apple unless they're not on the list as of February 29, 2024.

The hype is overblown.

If Masayoshi Son is involved then the project will get at least some funding. Son has already shown a willingness to make crazy bets (e.g. WeWork). And whatever comes out of this partnership is almost certain to be something wildly different - I'm excited to see the result, even if I'm not optimistic about its commercial success.

dewme said:

Interesting to know what data Jony will use to train his AI. Perhaps millions of pages of blank white paper, every version of white paint in Sherwin Williams’ catalog, wedding dresses, snowstorms, Snowy Owls, cotton balls, , his personal hoodie collection, RGB code 255-255-255, …

All kidding aside, it will be interesting to see if someone can come up with an alternative to an iPhone that doesn’t look pretty much the same as an iPhone.

All kidding very much back in the frame, that photo makes him look like a mental asylum inmate being interviewed by a psychiatrist on FaceTime.

jSnively said:

Soo... shareware. We are back at shareware ; )

I don't know that we ever really left. Developers were clamouring for IAP shortly after the App Store opened, because shareware is a model that works. Free trial, pay if you like it and get more of what you tasted.