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Tuesday, September 19, 2023

Apple -- 2-NM -- Chips -- By 2026? September 19, 2023

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.

Link here.

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.

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?

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