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by mdasen
236 days ago
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I think it's the difference between having enough CPUs that you can launch a product and having enough CPUs that people start planning future products. Volume takes time. That's why we're seeing 2026. And before someone says "that just gives Apple an advantage because they're smaller," Apple is shipping a comparable volume of CPUs - and they're doing basically all their volume on the latest fabrication tech. |
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