<story><title>Apple is America&apos;s semiconductor problem</title><url>https://www.semiconductor-digest.com/apple-is-americas-semiconductor-problem/</url></story><parent_chain><item><author>ankit219</author><text>A weird article.&lt;p&gt;Apple was not the first or the only company to look to East Asia for cheap manufacturing, elctronic equipments, chips, or cheap labor. The trend was started and accelerated by motor companies and hardware just followed suit.&lt;p&gt;Then, some other points are just...there. Apple is America&amp;#x27;s semiconductor problem because Apple is so big it purchases things in bulk and gets discounts - like every other big company in every industry.&lt;p&gt;TSMC sold 100% of the capacity to Apple for 3nm chips because no one else had the designs ready, Apple needed them in bulk, and the yield wasn&amp;#x27;t that high. It is problematic, but you need to mention these things when making a claim.&lt;p&gt;The problem is two fold - other companies are not really innovating and experimenting at semis with a scale at which Apple is. This is a market failure more than an Apple failure. Others were reliant on Qualcomm, broadcomm, samsung, and Intel, with slower pace of innovation. Then there is Asian countries with cheap economies of scale.&lt;p&gt;It&amp;#x27;s one thing to assume the most nefarious intent from the start and then look at everything from that lens. It mostly leads to paranoia, not insight.</text></item></parent_chain><comment><author>trhway</author><text>&amp;gt; Apple is America&amp;#x27;s semiconductor problem&lt;p&gt;It isn&amp;#x27;t Apple who is the problem here, it is Intel who refused to manufacture ARM chips for Apple. So Apple didn&amp;#x27;t have much choice as there aren&amp;#x27;t much fabs around to choose from. Now Intel, sore looser, is competing for CHIPS money against TSMC&amp;#x2F;Apple (and Intel will definitely get and waste a lot of those CHIPS money thus making the problem even worse). The article, which looks like a hit-piece, is written by a think-tank funded by Omidyar who is pushing for CHIPS and seems to be connected with Intel a bit here and a bit there. Did somebody say &amp;quot;submarine&amp;quot;?</text></comment>
<story><title>Apple is America&apos;s semiconductor problem</title><url>https://www.semiconductor-digest.com/apple-is-americas-semiconductor-problem/</url></story><parent_chain><item><author>ankit219</author><text>A weird article.&lt;p&gt;Apple was not the first or the only company to look to East Asia for cheap manufacturing, elctronic equipments, chips, or cheap labor. The trend was started and accelerated by motor companies and hardware just followed suit.&lt;p&gt;Then, some other points are just...there. Apple is America&amp;#x27;s semiconductor problem because Apple is so big it purchases things in bulk and gets discounts - like every other big company in every industry.&lt;p&gt;TSMC sold 100% of the capacity to Apple for 3nm chips because no one else had the designs ready, Apple needed them in bulk, and the yield wasn&amp;#x27;t that high. It is problematic, but you need to mention these things when making a claim.&lt;p&gt;The problem is two fold - other companies are not really innovating and experimenting at semis with a scale at which Apple is. This is a market failure more than an Apple failure. Others were reliant on Qualcomm, broadcomm, samsung, and Intel, with slower pace of innovation. Then there is Asian countries with cheap economies of scale.&lt;p&gt;It&amp;#x27;s one thing to assume the most nefarious intent from the start and then look at everything from that lens. It mostly leads to paranoia, not insight.</text></item></parent_chain><comment><author>baxtr</author><text>&lt;i&gt;&amp;gt;It&amp;#x27;s one thing to assume the most nefarious intent from the start and then look at everything from that lens. It mostly leads to paranoia, not insight.&lt;/i&gt;&lt;p&gt;That’s a marketing tactic that even works on HN I’m afraid. Create an enemy and then tell a story about that nemesis.&lt;p&gt;Our human storytelling brains need to hear tales of good and evil.&lt;p&gt;If you want to get an article like that ranking that’s one way to do it. Unfortunately.</text></comment>