Apple is fighting for TSMC capacity as Nvidia takes center stage

kept by eddie jan 16

Apple is losing its position as TSMC's largest client to Nvidia, facing capacity competition and price hikes as AI demand drives Nvidia's chip production.

The AI Boom Is Coming for Apple’s Profit Margins - WSJ
AI companies are outbidding Apple for components like chips and memory, squeezing Apple's profit margins and potentially raising consumer prices.
also on Tim Cook, TSMC, Nvidia, Apple, #hardware, #business-strategy, #ai
OpenAI unveils its first custom chip, built by Broadcom
OpenAI unveiled its first custom inference chip, Jalapeño, designed with Broadcom and assisted by OpenAI's own models, claiming better performance-per-watt.
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A Wish List for John Ternus, the Man Replacing Tim Cook as Apple’s CEO - The New York Times
John Ternus, Apple's hardware engineering chief, will replace Tim Cook as CEO of a highly profitable company that needs fresh ideas to sustain growth.
also on Tim Cook, Apple, #hardware, #business-strategy
The World Can't Keep Up With AI Labs - LessWrong 2.0 viewer
AI labs see explosive revenue from coding agents, but infrastructure bottlenecks in memory, energy, and chip manufacturing will constrain growth and raise prices.
also on TSMC, Nvidia, #hardware, #business-strategy
Apple vs. the AI Hype Cycle - Eric Lamb
Apple's durable hardware ecosystem makes it resilient to an AI market correction, unlike peers priced on AI optimism.
also on Nvidia, #competition, Apple, #hardware, #business-strategy, #ai