Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

Apple loaned TSMC money in order to build manufacturing capacity back around the M1 era. They’ve done that for a number of suppliers and the “interest payments” were priority access to capacity. Everyone was complaining about how Apple got ARM chips while others had to wait in line.

That said, they did that for a sapphire glass supplier for the Apple Watch and when their machines had QC problems they dropped them like a rock and went back to Corning.

But is that really any different from any other supplier? And who tf do you think they’re going to drop TSMC for right now? They are the cock of the walk.





> And who tf do you think they’re going to drop TSMC for right now?

Don't look now: https://www.macrumors.com/2025/11/28/intel-rumored-to-supply...


If Apple cares about their chip IPs, it will be very hard to trust Intel given Intel's past behavior with others like AMD.

If Apple cares about their Softbank investment, the best possible outcome is that Intel copies their IP wholesale. Arm's white whale is Intel buying an architectural license, which they have zero incentive to do unless someone gives them an off-the-shelf core design that doesn't suck.

The modern Cortex and Infiniverse designs are so pathetic that RISC-V might mature by the time ARM is the industry standard. And the smaller ARM IP hasn't been profitable since China mass-produced the clones. Courting Intel into buying an architectural license with a free IP bonus is a legitimately smart move for ARM's longevity, from Apple's POV.


According to benchmarks latest ARM Cortex designs and Qualcomm Snapdragon designs are as performant as Apple's.



Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: