I understand apple's push for US manufacturing in general but what do they mean by AI servers? I thought apple's current AI strategy is using other AI models?
Really looking forward to seeing how this ends up, especially over the next few years. I knew about their recent Arizona TSMC chips in iPhones, but this is nice to see.
Didn’t know they were also pushing education so heavily, I mean it makes sense, but still great to see that they don’t expect skills and knowledge to appear out of thin air and is putting money to improving it.
My wild guess is that Cook cut a deal with the IRS so that they build in the US, but get tax benefits other companies don't get, so that it looks good on the administration - like the tariffs are working - and still benefits Apple.
I don't think Apple wouldn't find a cheaper place to manufacture Macs than the US. The US is literally the most expensive place to build.
That, or the Mac Minis are 100% asembled by robots, which is also a possibility.
Was it such a sin that our electronics were made in the East? Was the west truly deprived and the east really abused? It’s nearly the end of of our lifetime (+-100 years is a margin of error), so the fact for our lifetimes is that our electronics got made there.
Mac minis are sold out in NYC these days because everyone gets them to try out openclaw. Even if this move by Apple is unrelated to the recent demand, it certainly was timed right for the policy and market makers.
Apple is very tied to Chinese manufacturing in a way that is hard to replicate in US.
They will agree to make some high margin simple to assemble thing in the US to appease government, but if it goes as well as last time, they will stop as soon as they can.
In china they were often able to iterate on designs and have custom screws and other parts made and ramped up in very short times. Something about having the whole supply chain in one place and very motivated and it all fell apart when tried to move to US.
So things that took weeks became hard on anytime line.. per Apple in China book.
'Q:What does China's competitive edge look like in practice?'
'A: One example from The Times article: When Jobs decided just a month
before the iPhone hit markets to replace a scratch-prone plastic screen
with a glass one, a Foxconn factory in China woke up about 8,000 workers
when the glass screens arrived at midnight, and the workers were
assembling 10,000 iPhones a day within 96 hours.
'Another example: Apple had originally estimated that it would take nine
months to hire the 8,700 qualified industrial engineers needed to oversee
production of the iPhone; in China, it took 15 days. Anecdotes like that
leave you "feeling almost impressed by the no-holds-barred capabilities
of these manufacturing plants," says Edward Moyer at CNET News,
"impressed and queasy at the same time."'
There's a confusion about China — let me at least give you my opinion. The popular conception is that companies come to China because of low labor cost. I'm not sure what part of China they go to, but the truth is China stopped being the low labor cost country many years ago. That is not the reason to come to China from a supply point of view.
The reason is because of the skill, and the quantity of skill, in one location, and the type of skill it is. The products we do require really advanced tooling, and the precision that you have to have in tooling and working with the materials that we do, are state-of-the-art, and the tooling skill is very deep here.
You know, in the US, you could have a meeting of tooling engineers, and I'm not sure we could fill this room. In China, you could fill multiple football fields. It's that vocational expertise that is very deep, very very deep here. And I give the education system a lot of credit for continuing to push on that, even when others were deemphasizing vocational. Now, I think many countries in the world have woken up and said, you know, this is a key thing and we've got to correct that. But China called that right from the beginning.
Yep. Stories like that are the strongest case to protect US on shore manufacturing. All of the knowledge, skill talent and associated supply chains naturally colocate.
At a certain point, if you want the people of your own country to have any sort of loyalty or deference for you, then you'll need to have loyalty or deference for them.
"But it's cheaper in our main geopolitical rival" doesn't quite wear like it used to.
Helene survivor here. What's wild to me is that, regardless of the small scale of this facility, it's only a few hundred meters from a 1% flood zone: https://msc.fema.gov/portal/search
The address I found for the facility is 9101 Windmill Park Lane Hudson, TX 77064
This seems ill advised given recent events like Hurricane Harvey
Is no one else interested in the "assemble advanced AI servers, including logic boards produced onsite, which are then used in Apple data centers in the U.S." in the pictures? Are they using nvidia GPUS? Their own silicon? Is there any data out there on what these servers are like? I don't think we've ever seen a picture of them before.
In the video there are Chinese characters on the clothing above the front pocket area. In a picture of her later on in the news article the Chinese writing is gone.
Has it been photoshopped out for the press release images?
The video is obviously not from the American Manufacturing Center. The article says production hasn't started. It probably looks more like a construction zone right now.
> Apple's work on a new Mac mini factory in Houston wasn't a quickly-conceived plan to appease President Donald Trump. The reality is that Apple had a plan ready to do this long before the demands started.
73 comments
[ 3.5 ms ] story [ 80.2 ms ] threadIs that assembly really in the US? Asking because the woman in the first shot appeared to have Chinese letters on the left side of her uniform.
I don't think Apple wouldn't find a cheaper place to manufacture Macs than the US. The US is literally the most expensive place to build.
That, or the Mac Minis are 100% asembled by robots, which is also a possibility.
What is the final judgement about this?
They will agree to make some high margin simple to assemble thing in the US to appease government, but if it goes as well as last time, they will stop as soon as they can.
In china they were often able to iterate on designs and have custom screws and other parts made and ramped up in very short times. Something about having the whole supply chain in one place and very motivated and it all fell apart when tried to move to US.
So things that took weeks became hard on anytime line.. per Apple in China book.
Transcript:
This is a token operation meant to project the idea that manufacturing is coming back to the United States. This is appeasement by Tim Apple.
"But it's cheaper in our main geopolitical rival" doesn't quite wear like it used to.
The address I found for the facility is 9101 Windmill Park Lane Hudson, TX 77064
This seems ill advised given recent events like Hurricane Harvey
https://security.apple.com/blog/private-cloud-compute/
https://www.tomshardware.com/desktops/servers/apples-houston...
In the video there are Chinese characters on the clothing above the front pocket area. In a picture of her later on in the news article the Chinese writing is gone.
Has it been photoshopped out for the press release images?
> Apple's work on a new Mac mini factory in Houston wasn't a quickly-conceived plan to appease President Donald Trump. The reality is that Apple had a plan ready to do this long before the demands started.