they did it with the modem previously, the second supplier was strictly worse, but they need to have a negotiating position with their single point of failure supplier
So, they’re going to use a more power hungry process for the low end devices? The whole point of the Air and SE lines was that they were lightweight and compact.
Watching a company at that scale completely lose its own plot is depressing. Did they replace Cook with an LLM that compacted its context one too many times?
Edit: This is a bad look for intel too. How are Apple store employees/nerds going to explain this product line bifurcation? “This low end Apple gizmo is a hot mess because it has Intel Inside. Also, it’s $50 more than last year. MAGA!”
The word was that TSMC was previously looking to charge much more for their 2nm node.
Apple may have just been looking to apply pricing pressure.
> TSMC has finalized the pricing for its upcoming 2nm process, setting the wafer price at around $30,000. This marks a 10%–20% increase compared with the 3nm process average of $25,000–$27,000, lower than earlier market speculation of a 50% hike.
Apple doesn't need a fab.
They bought P.A. Semi in 2008, which got them microprocessor design talent that lead to Apple Silicon.
> That would allow better vertical integration.
Apple already ships devices with CPUs, GPUs, NPU's (Neural Processing Unit), modem and wi-fi chipsets all designed by them. I'll also add the H2 audio processor in the AirPods.
It's hard to get more vertically integrated than that.
Apple did buy part of Intel in 2019. From what I was told, Intel failed to deliver a competitive 5G modem in time. Afterwards they sold the entire department to Apple.
19 comments
[ 3.3 ms ] story [ 46.2 ms ] threadWatching a company at that scale completely lose its own plot is depressing. Did they replace Cook with an LLM that compacted its context one too many times?
Edit: This is a bad look for intel too. How are Apple store employees/nerds going to explain this product line bifurcation? “This low end Apple gizmo is a hot mess because it has Intel Inside. Also, it’s $50 more than last year. MAGA!”
Apple may have just been looking to apply pricing pressure.
> TSMC has finalized the pricing for its upcoming 2nm process, setting the wafer price at around $30,000. This marks a 10%–20% increase compared with the 3nm process average of $25,000–$27,000, lower than earlier market speculation of a 50% hike.
https://technode.com/2025/10/09/tsmc-sets-2nm-wafer-price-at...
Apple doesn't need a fab. They bought P.A. Semi in 2008, which got them microprocessor design talent that lead to Apple Silicon.
> That would allow better vertical integration.
Apple already ships devices with CPUs, GPUs, NPU's (Neural Processing Unit), modem and wi-fi chipsets all designed by them. I'll also add the H2 audio processor in the AirPods.
It's hard to get more vertically integrated than that.
[1]: https://daringfireball.net/linked/2021/11/02/pa-semi-looking...
https://www.apple.com/newsroom/2019/07/apple-to-acquire-the-...