Stratechery Apple, ARM, and Intel
Jun 16, 2020
Explore Apple's bold shift from Intel to ARM-based processors for Macs, unlocking greater performance and innovation. Discover the company's commitment to the Mac amidst professional users' concerns and delays. Delve into the ARM vs. x86 debate, navigating the challenges of cloud deployment and the importance of platform consistency. Uncover historical strategic missteps in semiconductor manufacturing and the critical role of American innovation in tech. This journey highlights the future landscape of computing.
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Apple and Intel's Trajectories
- Apple's shift to ARM chips for Macs seemed inevitable due to changes at both Apple and Intel.
- Apple was seemingly neglecting Macs, while Intel's roadmap was stagnating.
Apple's Mea Culpa
- Apple held an event where they admitted to neglecting the Mac.
- Phil Schiller apologized for the lack of Mac updates.
Intel's Stagnation vs. TSMC's Advancements
- Apple was releasing new iPhones and iPads with better chips and designs, while Macs were stuck with Intel.
- Intel's roadmap stagnated with 14nm chips, while TSMC advanced to 7nm and 5nm.