Locator: 49808N2.
Yesterday I posted:
Which then leads immediately to this AI prompt:
With regard to an earlier conversation -- the queue for "memory" with a focus on Nvidia and Micron -- where to you think Amazon Web Services (AWS) ranks in the queue for memory?
An absolutely fascinating discussion. Link here.
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Exhibit A
A very, very long tweet.
The lede:
This also explains why Apple keeps a lot of cash on hand. Apple is known for paying up front, paying on time, always making good on their promises to suppliers. There's a reason why Apple's supply chain is #1 in tech, along with Nvidia.
TSMC's N2 technology / 2nm (N2):
Apple's position as a core 2nm customer:
Nvidia's interest and AI angle:
