Updates: link here.
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.
- Apple Silicon: link here.
Tech: CPUs, GPUS, cores, threads and all that jazz --
Apple Silicon: link here.
M3:
- wiki has added the M3 family of chips to their "transistor count" page;
- comparing M3 with M2;
- financial disruptor;
Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:
- $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
- $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
- $1 trillion: Apple Silicon, the chip division.
Now, March 11, 2024:
Apple, a $4-trillion-market cap company. Right, wrong, indifferent, I break it down this way:
- $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
- $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
- $1 trillion: Apple Silicon, the chip division.
- $1 trillion: FinTech.
If $4 trillion is beyond the pale, then leave it at $3 trillion:
- $750 billion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
- $750 billion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
- $750 billion: Apple Silicon, the chip division.
- $750 billion: FinTech.
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Updates
February 6, 2024:
January 18, 2024: TSM earnings call; will focus on 1.3 nm.
January 18, 2024: after being banned by international agency, Apple will start selling Apple Watches in the US again, but will tweak software to not include oxygen monitoring. After a rough patch in first half of January, Apple regains footing. AAPL surges; BofA has new target of $225 or thereabout. AAPL closed at $188 today.
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