| Strategically, could this be part of a response to Apple silicon? Or put another way, Apple and Google are both responding to Intel/the market’s failure to innovate enough in idiosyncratic manner: - Apple treats lower layers as core, and brings everything in-house; - Google treats lower layers as a threat and tries to open-source and commodify them to undermine competitors. I don’t mean this free fabbing can compete chip-for-chip with Apple silicon of course, just that this could be a building block in a strategy similar to Android vs iOS: create a broad ecosystem of good-enough, cheap, open-source alternatives to a high-value competitor, in order to ensure that competitor does not gain a stranglehold on something that matters to Google’s money-making products. |
Apple spends $100+ millions to design high performance microarchitecture to high-end process for their own products.
Google gives tiny amount of help to hobbyists so that they can make chips for legacy nodes. Nice thing to do, nothing to do with Apple SoC.
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Software people in HN constantly confuse two completely different things
(1) Optimized high performance microarchitecture for the latest prosesses and large volumes. This can cost $100s of millions and the work is repeated every few years for a new process. Every design is closely optimized for the latest fab technology.
(2) Generic ASIC design for process that is few generations old. Software costs few $k or $10ks and you can uses the same design long time.