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Apple is the company that just over 10 years ago made a strategic move to remove Intel from their supply chain by purchasing a semiconductor firm and licensing

Apple is the company that just over 10 years ago made a strategic move to remove Intel from their supply chain by purchasing a semiconductor firm and licensing ARM. Managing 'painful' transitions is a core competency of theirs.

wtallis 8mo ago
Which acquisition are you referring to? Apple bought PA Semi in 2008 and Intrinsity in 2010.
- CodeWriter23 8mo ago
  PA, Intrinsity wasn't front of mind for me. My point is, Apple has proven they can buy their way into vertical integration, let's look at the history. 68K -> PowerPC, practically seamless Mac OS 9 -> BSD / OS X with excellent backward compatibility PowerPC -> x86 x86 -> ARM Each major transition, biting off orders of magnitude more complexity of integration. Looking at this continuum, the next logical vertical integration step for Apple is fabrication. The only question in my mind, does Tim have the guts to take that risk.
Zafira 8mo ago
I think you’re correct that they’re good at just ripping the band-aid off, but the details seem off. AFAIK, Apple has always had a license with ARM and a very unique one since they were one of the initial investors when it was spun out from Acorn. In fact, my understanding is that Apple is the one that insisted they call themselves Advanced RISC Machines Ltd. because they did not want Acorn (a competitor) in the name of a company they were investing in.
- steve1977 8mo ago
  Correct, from the ARM Wikipedia entry: The new Apple–ARM work would eventually evolve into the ARM6, first released in early 1992. Apple used the ARM6-based ARM610 as the basis for their Apple Newton PDA.
deeringc 8mo ago
Doesn't Apple have an ARM "Architectural License" arising from being one of the original founding firms behind ARM, which they helped create back in the 90s for the Apple Newton. That license allows them to design their own ARM-compatible chips. The companies they bought more recently gave them the talent to use their existing license, but they always had the right to design their own chips.

wtallis 8mo ago

Which acquisition are you referring to? Apple bought PA Semi in 2008 and Intrinsity in 2010.

CodeWriter23 8mo ago
PA, Intrinsity wasn't front of mind for me. My point is, Apple has proven they can buy their way into vertical integration, let's look at the history. 68K -> PowerPC, practically seamless Mac OS 9 -> BSD / OS X with excellent backward compatibility PowerPC -> x86 x86 -> ARM Each major transition, biting off orders of magnitude more complexity of integration. Looking at this continuum, the next logical vertical integration step for Apple is fabrication. The only question in my mind, does Tim have the guts to take that risk.

Zafira 8mo ago

I think you’re correct that they’re good at just ripping the band-aid off, but the details seem off. AFAIK, Apple has always had a license with ARM and a very unique one since they were one of the initial investors when it was spun out from Acorn. In fact, my understanding is that Apple is the one that insisted they call themselves Advanced RISC Machines Ltd. because they did not want Acorn (a competitor) in the name of a company they were investing in.

steve1977 8mo ago
Correct, from the ARM Wikipedia entry: The new Apple–ARM work would eventually evolve into the ARM6, first released in early 1992. Apple used the ARM6-based ARM610 as the basis for their Apple Newton PDA.

deeringc 8mo ago

Doesn't Apple have an ARM "Architectural License" arising from being one of the original founding firms behind ARM, which they helped create back in the 90s for the Apple Newton. That license allows them to design their own ARM-compatible chips. The companies they bought more recently gave them the talent to use their existing license, but they always had the right to design their own chips.