Locator: 45505AAPL.
Tag: AAPL, Apple, INTC, Intel, TSM, NVDA, Nvidia, AMD.
Absolutely amazing. INTC gave up at 10 nm.
No one noticed that not only did Apple introduce 3-nm chips in the new iPhone 15, it was the first company ever to do this.
And now, Apple Silicon is likely to introduce 2-nm chips in two years.
Let's see. AAPL has a market value of $3 trillion.
Is it safe to say:
- $1 trillion: hardware? Consumer retail?
- $1 trillion: services and web?
- $1 trillion: chips?
Chips, semiconductor: link here.
- Home page for tech: link here.
- The cloud: link here.
- Streaming: link here. Streaming wars.
- Spatial computing: link here.
- Generative AI: link here.
And, oh, by the way:
One can tell from the comments at social media:
- most don't understand the iPhone 15;
- most don't understand what is meant by 3-nm and 2-nm any more;
- everyone compares Apple's rapid ascent to unicorns that don't exist;
- right now, no one is innovating as fast as Apple
- Apple is only being compared to Apple
- unless foldable phones are still a thing?
- more and more it's the big three: Apple, Nvidia, and TSM.
- and, of course, is anyone competing with AMSL?
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.