Technology

Can’t remember the full details of the deal, but I seem to recall a story about how Apple approached Intel to manufacture a low-powered processor for mobile (for the first iPhone). At the time, Intel didn’t see money in mobile processors and passed on the deal. Additionally, for years, Apple asked for more powerful chips for the MacBooks. At the time, the iPads were surpassing MacBooks in speed on some tasks. Finally, Apple decided that since they were already designing their own silicon for iPhones and iPads, they might as well just do the same for the MacBooks as well since Intel couldn’t keep up.

Again, this is largely from memory. I can’t remember the source, so take it with a grain of salt.

G.P.U.

I’ve only watched this from a great distance but what I saw was: Intel didn’t actually manufacture the chips. That was all TSMC. So Intel’s main thing was chip design. And their designs were all about making the transistors smaller. Around 3nm they started running into physical limits. Competitors started out-innovating them with things like GPU deigns and ARM based chips. End of story. They had their time. They ran x86 into the ground and they are fucking done. They would have had to do 5 or 6 things differently to stay on top, and they did none of those.

The company had always been run by engineers that came up from chip fab. Then they fired both the CEO and the head of fab for sexual harassment.

Then they make the CFO with a MBA the new CEO. A year or two latter and chip design is having problems and fab is falling behind.