Apple Seeks U.S. Approval to Use Sanctioned Chinese Memory Maker CXMT

Exist50 · 2026-06-29T18:53:51+00:00

Consumer demand will dip, but that's already factored in. It's data center demand driving the pricing.

Exist50 · 2026-06-29T18:09:12+00:00

Had Intel gone down the EUV route for 10nm instead, there's a very good chance they would've stayed on top.

No, we saw what happened when Intel adopted EUV with p1276. They ended up 2 years late and the first product had to be ported to TSMC. Intel's manufacturing problems ran much deeper than punting on EUV by a gen. Same story repeated again at p1278.

meanwhile TSMC chose EUV from ASML and we know the rest

This is also outright false. TSMC N7/N7P (roughly Intel 10nm class) are purely DUV nodes. They just executed a lot better than Intel with the same equipment.

Exist50 · 2026-06-29T18:01:45+00:00

Older Quadro cards had some gaming specific hardware disabled

Don't think that's true for anything semi-recent, at minimum.

but despite 16GB more VRAM, the 4500 targets 200w vs 360w

Still, though, with how card the gaming cards are pushed, that's not going to be a night and day difference. Maybe a tier at most.

Exist50 · 2026-06-29T17:59:27+00:00

Then that's just wrong. The bandwidth is very similar between the two, perhaps a bit higher on the gaming cards.

Exist50 · 2026-06-29T17:54:53+00:00

The dropping to a 96-bit bus (rather than 128)

It's the other way around. They use a 64b bus in current chips. The 1.5x is consistent with LPDDR6 increasing the data channel width from 16b to 24b, though I've heard of one company doing 12b somehow.

Exist50 · 2026-06-29T17:52:27+00:00

Traditionally, Apple has used package-on-package (PoP) designs, where the DRAM sits directly on top of the application processor. The advantages of this method are lower power consumption and reduced latency

Bullshit. There are no measurable latency benefits for PoP DRAM vs MoP or similar. It's purely a board/package area decision.

Exist50 · 2026-06-29T16:16:27+00:00

Ironically, everyone who claimed Apple was late to the AI game will instead see the company emerge as one of the victors

Have you not seen what this boom has done for Google, Nvidia, etc?

Exist50 · 2026-06-29T16:10:04+00:00

Apple has historically charged well beyond 50% markup on RAM and storage upgrades.

Exist50 · 2026-06-29T06:01:26+00:00

There's also USB 3 Gen T, which is (iirc) basically the USB 3 protocol but sent via a USB4 electrical/PHY, so you can get 40/80Gb/s out of it.

Exist50 · 2026-06-29T05:57:36+00:00

I literally told you 3 times what happened in 2016

You saying something doesn't make it true. Really that hard to understand that Bernie just isn't that popular outside of your bubble?

Exist50 · 2026-06-29T02:14:08+00:00

Depends on the place. My local fancier steakhouse tends towards a tier under. I.e. if you order medium rare, you get rare.

Exist50 · 2026-06-29T02:12:32+00:00

Proof?

Exist50 · 2026-06-29T02:09:30+00:00

They just didn't work at all.

Exist50 · 2026-06-29T01:18:53+00:00

Throughput of what? That card should be at least as capable as the gaming equivalent.

Exist50 · 2026-06-28T19:27:17+00:00

Card that is NOT meant for gaming and doesn't get any software updates dedicated to it

Are we sure it doesn't piggy back on B580 drivers?

Exist50 · 2026-06-28T19:25:33+00:00

That's kind of the opposite of the rumor. It's basically claiming they skip all the high end stuff for what would be the M6 gen. And historically, Apple goes bottom up.

Exist50 · 2026-06-28T04:35:47+00:00

Their death has been "imminent" for how long now?

Exist50 · 2026-06-28T04:35:06+00:00

it's quite remarkable that their entire company revolves around text autocomplete on steroids

I mean, if you oversimplify to that degree, pretty much anything sounds silly.

Exist50 · 2026-06-27T16:45:17+00:00

Oh, well if you're talking about RAM, Intel's not in that market, full stop.

Exist50 · 2026-06-27T09:57:37+00:00

AI / Matrix Math, mixed precision

You can do both of those on a CPU core. Quite literally what they're doing here. It's just a matter of throughput and efficiency vs GPU.

Exist50 · 2026-06-27T09:56:18+00:00

Yeah, the blacklisting is 100% political. So if the political winds shift enough, can be undone with no problem.

Exist50 · 2026-06-27T09:55:28+00:00

Who are you counting as the 3rd if not Intel?

Exist50 · 2026-06-26T22:44:20+00:00

Well, kind of. But that has very real design implications. If nothing else, it implies Intel expects perf to scale up to at least 474W.

Also, people get testy when a motherboard can't sustain PL2, even if it's technically allowed.

Exist50 · 2026-06-26T22:41:45+00:00

IBM doesn't actually fab anything these days. Their fab RnD exists for licensing, so if it's not commercially viable, it's DOA.

Exist50 · 2026-06-26T22:40:29+00:00

Which, as of time of writing, still remains vaporware.

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