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#apple#pro#local#more#ram#ultra#max#don#chip#mac

Discussion (141 Comments)Read Original on HackerNews

MisterKentabout 3 hours ago
Apple is actually interesting. They are one of the few companies with a chip / PC play with real power AND basically no play I'm the hyperscalar market.

That means they're actually incentivized at least short term, to benefit PCs becoming strong enough to do local LLMs. Which makes this play make even more sense. Though, I've been saying for a while that the local AI inflectiom point is the death knell for these frontier labs.

overfeedabout 1 hour ago
> Though, I've been saying for a while that the local AI inflectiom point is the death knell for these frontier labs.

"Death knell" is a touch hyperbolic. Hardware that can only run quantized models that take up GBs in VRAM falls short of even an A100 (by almost an order of magnitude[0]), which in turn falls short of what an 8xH100 cluster can do (also by another order of magnitude[0]).

I'm an avid believer in local LLMs, but I cannot deceive myself - data center accelerators will win on power dissipation numbers alone[1], even when giving generous allowances for higher efficiency on Apple chips - and assuming the Apple-efficiency advantage persists on the same TSMC process node.

0. Based on my unscientific fine-tuning training experiments across local and rented GPUs. YMMV for inference.

1. Unless Apple surprises everyone and brings back the XServe with M7, if not, then laptop and desktop for factors simply can't dump heat fast enough to compete head-to-head, and will be designed for lower input wattage.

kennywinkerabout 1 hour ago
Doesn’t need to be a winner head to head. If it can do 90% of the tasks the big boys do, at 50% speed, for virtually no extra overhead cost save for the power consumed by a prompt - that’s gonna work for a lot of people. And that’s also basically where we’re at today. Qwen3.6 35b running quantized on 10 year old hardware solves basically all of my uses cases for agents except for coding.

The frontier models are faster, and better at coding, but not so much that i’ll pay $200/month for them.

drnick125 minutes ago
Consider this. One of the smallest Qwen models (4B parameters) powers my home automation voice assistant, and runs on CPU alone at >20 tok/s. It is enough for that use case, and could be made even better/faster with a modest GPU. It isn't as smart as some cloud-connected thingamajig, but I would never allow a literal Google or Amazon bug in my home. Huge SOTA models aren't relevant everywhere. Most people use LLMs for rather trivial tasks such as finding typos or drafting text.
rubyn00bie43 minutes ago
We'll likely see a transformation in how frontier models are trained as a result of a push towards local inference. While it seems unlikely now, given current pricing for RAM, in 10-15 years it's not unthinkable to assume we could see individual machines with 10-12TB (and well beyond that) of RAM which are accessible to the GPU. Min/max system RAM increased a LOT from 2010-2025 and largely because it was cheap. Once the hyperscalers aren't generating revenue for the RAM manufacturers, I wouldn't be surprised to see a massive push towards consumers in order to maintain gross profit. Not to mention new players who enter the market because the margins are measurably absurd right now.

At some point there will be diminishing returns towards the "just throw more RAM at it" approach the current frontier models are taking. Commoditization is just as inevitable as it ever was... and in doing so will enable actual leaps of what AI/ML is capable of. That's not to say there won't be a place for 99.999999% accurate vs 99.99999% but those cases will be limited and likely prime to disruption based on real innovation vs access to capital.

bitwize16 minutes ago
Indeed. Local models becoming available and halfway decent don't obviate the laws of scale. And because there's no ceiling to what scaling more will buy you in terms of capability, there's no reason not to scale more, there's no incentive for billionaires not to grab all the fab capacity they can.

Enjoy paying $1000 or more for a little 4 GiB cloud terminal that connects you to all your online accounts where all your actual work gets done. This is the future.

matheusmoreiraabout 2 hours ago
Indeed. If Apple makes it feasible to run models like GLM 5.2 at home, I will become their customer.
Abishek_Muthianabout 2 hours ago
It's plausible but is the Apple Tax for a 1TB memory machine on top of current memory prices really worth it? I paid around $4000 for 4090m laptop with 16GB VRAM back in 2023, it's great but DoA for even quantized LLMs. I can run SLMs and fine tune it but that's it.

We need one of those specialized inference chip startups to succeed and a PC manufacturer willing to bet on them against Nvidia for the local AI to find mass market appeal.

seanmcdirmidabout 1 hour ago
If you think the apple tax is high you should see the nvidia tax.
lowkeyokayabout 1 hour ago
I recently bought a Mac mini M4 16 GB - mostly to run Immich. I assumed I needed a Linux box. After a lot of researched I was quite surprised that the mac was the cheapest option. So not always an Apple tax.
jeronabout 2 hours ago
you're not a customer of any of their products at all already? not a single apple device in your household?
nchmy2 minutes ago
What a bizarre bubble you live in to even be asking this question... I've never owned a single apple product, and never will.

And in the rare occasions in which I have to use someone's MacBook, I'm completely lost - like some elderly person.

kombine8 minutes ago
None. And I have a PC, a personal laptop, a work laptop, my current and my previous Android phone.
seabrookmxabout 2 hours ago
I didn't have a single Apple device in my house until a month ago when I bought a Neo. The last Apple devices I had before that were an iPod Nano and a PowerMac G5 many many years ago.

Apple has pretty good competition in every segment with the exception of maybe the iPad, but I'm not a tablet user.

esperentabout 2 hours ago
No, I've never owned an Apple device in my life, neither has anyone in my family to my knowledge.
matheusmoreiraabout 2 hours ago
Correct. Been using Linux and Android for over ten years. My household had no Apple devices until I got married.
fhnabout 1 hour ago
there a many people who don't own Apple. Why are you so surprised? I certainly don't and never will. What's it got that I can't get on a standard PC + Linux?
NamlchakKhandroabout 2 hours ago
Not. A. Single. One.
AgentElementabout 2 hours ago
Some folks like to have a computing environment free of proprietary influences and extremely strong vendor lock-in. I cannot claim to posses any apple devices.
vessenesabout 4 hours ago
The article says base M7 memory bandwidth is targeted at 240GB/s.

M1 had 70 GB/s, M1 Pro: 200, M1 Max 400, M1 Ultra 800.

Modern RTX 6000: ~1,600 or so.

If we get a 1,200-1,500 GB/s bandwidth M7 variant in late 2027 with 512GB of RAM, that will be a very interesting chip. Tracking LLM size and performance improvements, I can imagine that being a sort of inflection point for local inference. I wonder what the power budget would be in desktop format.

aurareturnabout 4 hours ago
A hypothetical M7 Ultra with LPDDR6 14.4Gbps memory would be 1.85 Tb/s.

You're look at about 100 tokens/s for a 1T MoE 37B active 4bit model.

It'd probably cost $30k or more I'm guessing if memory prices do not come down. Even at $30k, it could still be a relative bargain since an RTX Pro 6000 Blackwell 96GB card costs $12k today. The M3 Ultra with 512GB was around $8k before Apple discontinued it. I expect an M7 Ultra to have 768GB or 1024GB.

Apple Silicon Macs were on their way to becoming cheap local LLM machines relative to professional GPUs before this memory crisis. It may still emerge as such in a few years.

Here's some interesting math: At 512GB, an Ultra chip could make 42 pro iPhones. Assume a 55% profit margins, and $1200 ASP, you're looking at $28,160 in profit from making iPhones instead. No wonder Apple discontinued the M3 Ultra 512GB. If they only have a limited supply of RAM for all their products, it makes no sense to produce an $8000 M3 Ultra 512GB when you can produce 42 pro iPhones. You can only configure an M3 Ultra up to 96GB today as of June 2026.

Apple would have to raise the price of a 512GB Ultra Mac to around $50k to match iPhone profits.

benoauabout 3 hours ago
> Assume a 55% profit margins, and $1200 ASP, you're looking at $28,160 in profit from making iPhones instead. No wonder Apple discontinued the M3 Ultra 512GB.

How would that work? They purchase 512GB from Samsung and then it doesn't matter if that's like 128x 4GB or 4x 128GB?

Schiendelmanabout 3 hours ago
It's likely the capacity they have reserved can be in different combinations.
brookstabout 2 hours ago
Where did you get 55% from? iPhone and Mac gross margins behave been 40% or so for years IIRC.
aurareturnabout 1 hour ago
Quick internet search. Whether it’s 40% or 55%, the main points stay.
NuclearPMabout 4 hours ago
An ‘ypothetical!
zombotabout 1 hour ago
In what neck of the woods? English pronunciation never gets boring.
ls612about 3 hours ago
I’d assume by next year the open weights models will be outlawed the way things are going nowadays :/

Edit: for those of you downvoting I don’t celebrate this prospect. I’m merely realistic about where things are going given the rapid vibe shift from the administration on AI since the start of June.

ErneXabout 4 hours ago
Problem is affording the ram…
sambullabout 4 hours ago
As some like to call it, 'the last moat'.
jimbokunabout 1 hour ago
Apple is finally going to realize Jobs vision where sand comes into the factory, is turned into RAM and CPU chips, then installed in a Mac or iPhone then shipped to a customer.
_carbyau_about 2 hours ago
Well yes. But similar to the Apple TSMC relationship, could Apple step in with large orders to established RAM makers such that the RAM makers can invest with stability?
zero_bias19 minutes ago
M series chips are system-on-chip with RAM on the same wafer with CPU and GPU, so it impossible to outsource only part of the chip
segmondyabout 3 hours ago
late 2027 is a very long time.
stingraycharlesabout 3 hours ago
Well yeah but NVidia just released a contender to their silicon and the M6 is probably already set in stone. Best to reshift resources to a great M7 than having a mediocre M6 and M7.

(This is assuming Apple will deliver, but this area is one of the biggest ones they have in AI, and they need the developer ecosystem to exist and survive)

UltraSaneabout 4 hours ago
That would cost as much as a new car.
bookernathabout 3 hours ago
Don't worry, they'll just make cars more expensive
linguaeabout 2 hours ago
Come to think of it, modern cars have a lot of electronics such as touchscreens, cameras, and sensors. It wouldn’t surprise me if new car prices are not immune to what’s happening with RAM and storage prices.
helloplanetsabout 1 hour ago
Maxed out 2019 Mac Pro was $50k+. The wheels on that thing were $400. This is a bargain compared to that.
ggmabout 3 hours ago
What's their backup plan if the AI world doesn't pan out? What if it turns out people want base compute capability and lots of RAM for filestore cache and programs?

Maybe this strategy works, even in that world.

Remember when we all thought (were told we thought) the world was heading to 3D views of our 2D lived experience like a solid Cube of GUI we could rotate around and live inside? Well Apple took the simple 2D square pane of virtual desktops and .. made it a SONY strip. One variable: sideways.

So here we are being told AI is the future. Apple seems to be saying "yes but it will run local" which might be a safe bet if AI comes true but I wonder how many of us want the AI outcome, which is morally speaking the 3D immersive GUI cube here: what if we don't want that?

atonseabout 2 hours ago
I can't imagine any world where we put this AI stuff back in the box. It is simply too useful and too powerful. And as we start seeing all his upheaval where models are getting banned, etc, I can even see the appeal of on-device AI increasing for a lot of use cases.

So I think Apple has the right instinct. In fact, I've had the thought multiple times that I really want a lot of workflows just running on my device. Workflows like fast vector search (already fast on the m4, but I want it more common place), or realtime transcription and summarization to be even faster, on device, etc.

enos_feedlerabout 1 hour ago
To me AI is on par with the internet and what made it so powerful was piracy and porn and just the wide spectrum of things that are possible when you connect machines together. We are going to need the same thing again. Freedom to use any model that does any thing we want.
notatoad33 minutes ago
this is the backup strategy. the "AI doesn't pan out" scenario is basically if claude and openai go bankrupt, we continue running local models on our hardware.

there isn't a future where we all just decide that nah, we don't want AI anymore. usefuly things don't disappear.

jghnabout 2 hours ago
The worst case scenario is that we're at a plateau and LLMs max out around here. And it'd stand to reason that if that happens we'd see local models catch up at least to some extent. Compared to 5 years ago, that's a pretty good world.
olalondeabout 2 hours ago
AI already has massive, growing adoption, whereas "3D immersive GUI cubes" never really had any.
jimbokunabout 1 hour ago
Without AI everyone’s computing needs were pretty well satisfied with current phones and laptops. LLMs are the one thing that could drive new demand if they can run locally.
seanmcdirmidabout 1 hour ago
AI was the only reason I bought a new computer (a refurb M3 max with 64GB). Without AI, no idea what we should bother with, it depends on what application comes out to drive local computing power (maybe better games? Yawn).
znpy40 minutes ago
> What's their backup plan if the AI world doesn't pan out? What if it turns out people want base compute capability and lots of RAM for filestore cache and programs?

I think reducing the die area dedicated to ai stuff is not going to be a problem.

And in fairness apple already has essentially ai-less hardware in the form of the MacBook neo and it’s been an astonishing success.

I have one and it’s a very good laptop, particularly for the price i paid it.

zombotabout 1 hour ago
> what if we don't want that?

Do we have a choice? It's being forced upon us by folks who have the power to distort any market they want. Energy prices are rising, and the PC industry is about to be destroyed by component prices. It will be dumb clients that run the software our feudal overlords of the data centers will have the grace to grant us. And the government lets it happen because it furthers their interests.

shoabout 2 hours ago
Well, I guess this is the silver lining to the price increases. I'd been thinking about an M5 128GB for local inference (eg DS4), probably off the table now given that it jumped $2k overnight. But I was on the fence about it for a long time given that even the M5 is not that good compared to even a 4090. It would have been good, but not "omg" good.

If they are pulling out all the stops to make the M7 more competitive.. guess I can wait for that?

evanjrowleyabout 12 hours ago
Seems like a made-up distinction that shouldn't be necessary since M6 has not even released. I suspect this is a marketing ploy to meant to drive up both interest while also increasing prices for the next generation of Mac hardware.
mdasenabout 4 hours ago
What it's saying is that the M6 will be released, but not the M6 Pro or M6 Max. Instead, Apple will wait to release new Max/Pro chips for a future generation.

It's not simply marketing since the Pro/Max chips of a generation use the same cores as the regular version, just more of them or different combinations of performance and efficiency cores.

Aurornisabout 4 hours ago
> Seems like a made-up distinction that shouldn't be necessary since M6 has not even released.

The claim is that M6 will be released, but the only variants will be lower end.

When they get to the M7 generation, they will make high end variants.

It's a real distinction because each generation of parts shares an architecture.

The article has an entire section speculating what the M6 parts will be, but says they'll top out around 200GB/s memory bandwidth and 12 graphics cores.

Kirby64about 4 hours ago
> Seems like a made-up distinction that shouldn't be necessary since M6 has not even released.

Why would it? Each generation of the M series has an architectural improvement on their chipsets. The difference between an M1 and an M1 Pro is the allocation and arrangement not the architecture. M6 to M7 presumably will have architectural changes.

knollimarabout 4 hours ago
Is the point that M6 doesn't exist? What change are they making that justifies M5 to M7?

Or did this announcement also add an M6 chip, and they're just skipping pro?

Kirby64about 4 hours ago
This is no different than them skipping the “Ultra” chips on some generations. The only real difference is it going all the way down to skipping the “Pro” line. So, only the MacBook Air, low end MBP, and maybe the iPad Pro and Mac Mini get the M6.
ErneXabout 4 hours ago
The article says the 2nd.
coldteaabout 3 hours ago
Whether it matters for the consumer (who only sees released and announced end results) or not is irrelevant.

It can still be a very real, not made-up distinction, if the actual facts on the ground are that Apple designed an M6 line, but then scrapped that design and asked the team to create a new design with emphasis on AI-focused specs.

It's not the name that's important (the M7 could still come out as M6), is them skipping a design, or cpu "Tick-Tock model" step.

wlesieutreabout 4 hours ago
Made up how? They'll do a refresh of lower end devices, but not the high core count versions.

It's the same thing as how the Mac Studio got an M4 Max refresh, but they didn't make an M4 Ultra so if you want the 28+ core CPU or 60+ core GPU, that's still using an M3 Ultra.

This time it'll be across all the Pro, Max, and Ultra versions, if you want those they'll stay at the previous generation for the M6 cycle.

Not that weird - Apple has a huge set of chips and hardware and software products. Putting every single thing on a fixed identical update cycle together won't always make sense.

ethagknightabout 4 hours ago
Made up: “this one goes to 11”
staticshockabout 4 hours ago
Except that is not what's happening. The article clarifies something that is misleading if you interpret the headline in isolation: "high-end M6" means "the high-end variants of the M6 line", not "the entire M6 line".
ErneXabout 4 hours ago
Why? The specs and benchmarks will show the differences, there’s no marketing around that.
brookstabout 2 hours ago
It’s an amusing conspiracy theory, but I don’t get it.

Are you thinking Apple is leaking that there will be a long wait for much more expensive chips in order to… what?

watersbabout 3 hours ago
Former AnandTech editor Gavin Bonshor had reports that the M7 would be manufactured on Intel's 18A node.

https://bontechlabs.com/news/apple-is-reportedly-using-intel...

Given the risks involved in establishing Apple Silicon designs with a new fab, I would expect early M7 parts to be in test production right now.

The fundamental M7 design is already set in stone.

Mark Gurman's Bloomberg article does not mention fabrication partners or processes.

habosa37 minutes ago
In the long run I truly believe local AI will win and Apple will be the world's most important AI company because of these chips. Imagine something like today's Opus running for free and in complete privacy on your local machine with a beautiful Apple UX on top. For most tasks for most people, that's a much better proposition than a frontier model in the cloud you have to pay for and send all your data to and that only works when you're online.
MASNeo25 minutes ago
I would say local AI is very real. I use it but so many here am on other forums do so nowadays as well. This is the reason I just cannot fathom the valuations of the AI firms out there.
aurareturnabout 4 hours ago

  The M7 Pro and M7 Max are scheduled for as early as the end of 2027, while the M7 Ultra is on track for 2028.
This means there won't be a redesigned MBP this year since there won't be M6 Pro/Max chips. People were expecting a redesigned slimmer MBP with OLED display later this year, myself included.

I was holding out for one until I decided to switch from an M1 Pro 16" MBP to an M5 Air 15" due to the expected price increase. I think many M1 Pro/Max generation people were waiting to upgrade this year.

keldarisabout 3 hours ago
Isn't that switch basically a downgrade? You get some more single core performance and some weight savings, but also a worse (and smaller) screen, less multicore performance, less GPU performance, less video encoding performance and a smaller battery? I'm on an M2 Max myself, and glad they introduced a larger form factor Air, but it seems like a long way from an upgrade.
GeekyBearabout 4 hours ago
> This means there won't be a redesigned MBP this year since there won't be M6 Pro/Max chips.

They can release a redesigned MBP with the base M6 chip.

aurareturnabout 4 hours ago
They can, it wouldn't make sense from a marketing and optics perspective.

They don't want to tell the world how the new redesigned MBP is the best laptop in the world but it's slower than the older MBPs.

bombcarabout 3 hours ago
The optics and marketing is already fucked, the MBP goes to M5 Max, the Mini has the M4, the Studio has M2 or M3, the iMac apparently has two different kinds of M4s, it's all fucked.
rjrjrjrjabout 1 hour ago
They released the M5 MacBook Pro last fall, but didn't release the M5 Pro and Max models until the spring.
Schiendelmanabout 3 hours ago
It seems likely the MB Ultra will ship with the M5 Ultra.
chazeonabout 1 hour ago
Mac mini Pro line is doomed, they never made enough of it; skipped M5 Pro, now skipping M6 Pro, it is like 2014-2018 again. Now ordering a custom M4 Pro build take 3 months+ to ship with an increased price.
GeekyBearabout 3 hours ago
Apple isn't just transitioning to TSMC's 2nm node, they are also transitioning to a chiplet based design using TSMC's advanced packaging.

> What sets the A20 apart isn’t just the node shrink—it’s the revolution in packaging. Apple is transitioning to Wafer-Level Multi-Chip Module (WLCM) integration, meaning that RAM will no longer be situated beside the chip, but rather on the chip wafer itself, integrated alongside the CPU, GPU, and Neural Engine.

This shift eliminates the need for silicon interposers and substrates, thereby enhancing signal integrity, improving thermal dissipation, and facilitating faster memory access with lower latency. The benefits? Better multitasking, smoother AI processing (hello, Apple Intelligence), improved battery life, and potentially a smaller chip footprint—freeing up space for other components.

https://hwbusters.com/news/apples-a20-chip-ushers-in-a-new-e...

It's entirely possible that TSMC is ramping up more slowly than expected.

npuntabout 1 hour ago
A kind request - please try to write HN replies without AI, but if you're going to, please at least edit out any "it's not X its Y" or "isn't just X, but also Y" AI tics. A lot of us come here to get away from talking to AIs all day.
GeekyBearabout 1 hour ago
Is there anything less interesting on this site than baseless claims that other people's posts are AI?
gnabgib43 minutes ago
There are certainly more interesting things than you failing to defending your recent AI looking posts (c/w all the hallmarks).
monocasaabout 3 hours ago
Do we have any explanations of what WLCM means that are more industry focused? I couldn't find anything that didn't look like blogspam. And that explanation of the DRAM being on the same wafer doesn't really make sense. For one, at that point there's no "multi chip" part if you're integrating more onto the same die rather than less.

And their explanation isn't really passing the smell test for me for other reasons, for instance the fact that DRAM processes are pretty radically different than bulk logic processes, which wouldn't really let you put it all on the same wafer, much less the same die. Even back in the day when you had eDRAM blocks (like the Xbox 360's eDRAM die), that was really a DRAM process with a bit of logic cells that wouldn't be competitive if they weren't sitting right next to the DRAM blocks.

I could be wrong here though, my examples are more than a bit long in the tooth.

GeekyBear40 minutes ago
You can start by reading up on TSMC's name for the tech (although there are many versions at TSMC and TSMC isn't the only company packaging chiplets and memory on top of a silicon interposer).

> CoWoS (Chip-on-Wafer-on-Substrate)

https://semiwiki.com/wikis/industry-wikis/cowos-chip-on-wafe...

It's a more advanced update from their older InFO tech.

craigjbabout 3 hours ago
The terms to search for are fan-out wafer level packaging (FOWLP) and TSMC InFO. The chiplets come from different wafers and are reconstituted into a molded plastic wafer, allowing multiple die side-by-side. Then multiple layers of wires are built on top, terminating in a BGA.
tanseydavid20 minutes ago
My astonishment at these manufacturing processes is never-ending.
monocasaabout 2 hours ago
Ok, part of my confusion was that it was being presented in contrast to InFO-oS and InFO-PoP, but it appears to mostly be a modified version of InFO-PoP called InFO-M? Because Apple has been using InFO-PoP for almost a decade at this point, starting with the A10.
grogenautabout 3 hours ago
So far the only thing I've seen useful out of apple intelligence is running parakeet natively and effectively... which should have been their very first feature... given it's been on phones for 10+ years.

As someone who wants to run effective llms locally for many things their other big benefit has been the unified memory studios for a small bit.

an0malousabout 2 hours ago
I was waiting for a MacBook Pro M6 Max and now I don’t know what to do, especially with the price increase I feel like I really screwed up not just getting an MBP M5 Max a month ago
zarzavatabout 2 hours ago
Just buy now. DRAM prices are not coming down any time soon, and Apple may be forced to raise prices again.
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yieldcrvabout 1 hour ago
2028 local and onprem agentic revolution. enterprises will pay for expensive mac line then

hyperscalers better all IPO in the next 8 quarters

gigatexalabout 1 hour ago
I’m hoping they put a lot more silicon in the GPU so when I’m not running a local LLM the game I play runs smoother
gigatexalabout 1 hour ago
There’s not a lot of detail in the article but that doesn’t mean we have to link to a pay walled thing. https://www.macrumors.com/2026/06/25/2027-macs-m7-chips/
alberthabout 4 hours ago
Given that M6 will be on TSMC smaller 2nm node and the first smaller node size in 3-years, it seems like the oddest of all years for the high-end Macs to skip.
kushieabout 3 hours ago
my 2 cents is that a new tech node is harder to produce variants on. it's easier to make new flavors of a mature tech node
moomoo11about 1 hour ago
really stupid question, but why doesn't the US gov work with someone like apple to build a american fab with like 1 trillion dollars budget?

some kind of private-public partnership

sorry if thats already happening in some capacity, like i said - "stupid question"

fhnabout 1 hour ago
because America can't compete. Build a fab in the US, labor unions, labor costs, regulations, land, energy, taxes, government, water, etc all make this not economical. Everything would cost twice as much and you'd rather buy the cheaper product and it'll be bankrupt. There were reasons why all the manufacturing went overseas to Asia. You're right, the demand right now is HUGE but it won't always be huge. At this point, we don't have the talent or the knowledge to do it well anyway which is why we needed TSMC and Samsung to bring employees over to train people. https://www.cppionline.org/wp-content/uploads/2017/07/The-De...
khalicabout 1 hour ago
À fab takes a good decade to build, then another one to become profitable
Detrytusabout 4 hours ago
Everyone seems to miss it but the article also says that M5 Ultra Mac Studio is coming out later this year. Yay!

I wonder how much the rumored 768GB RAM version will cost.

aenisabout 2 hours ago
I am waiting till apple copies the "allocation" concept from high end car manufacturers. "Sure, buy the 25 iphones ans we will gladly put you on the waitlist."
simondotauabout 1 hour ago
This makes no sense. Apple doesn't need to generate artificial demand for their products. Apple doesn't need (or want) a perception of exclusivity.
doolsabout 4 hours ago
Bro just give me a new iPhone mini
brikymabout 3 hours ago
You will have a massive phone and you will be happy.
an0malousabout 2 hours ago
No one buys the smaller phones because people care more about battery life than ergonomics
brikymabout 1 hour ago
Yip but come on Apple it's time to solve that problem and sell some more phones. Each new iPhone is just a different color.
tra3about 1 hour ago
I will settle for a slightly larger iPhone that unfolds into a iPad mini.
teaearlgraycoldabout 3 hours ago
Well this kind of sucks. I've been waiting for the M6 MBPs because they're rumored (strong rumors, though) to finally remove the notch that has been a historic self-own. But it sounds like I might as well wait longer for the M7 lineup. Or maybe get a Framework Pro instead.
Schiendelmanabout 3 hours ago
The notch does not matter at all, you will forget it's there.
john_minskabout 2 hours ago
Well… your menu items will disappear behind it still in 2026. You would need an extra app for that…

But in terms of “noticing it” you are correct. You won’t pay attention after a day or two.

EDIT: this menu managing app will need permissios to make screen captures. So much for the privacy. Forgot to mention.

ant6nabout 1 hour ago
There’s so many annoying bugs in Mac OS (like the screwed up window management and alt-tab not working properly), that the notch seems like an odd complaint at this point. The OS is fighting the user constantly, and there’s not much we can do…
dosiskingabout 2 hours ago
Basically, you are saying "There are 4 lights"
bahmbooabout 3 hours ago
I agree. It was very annoying to me to spend the money (and on the nano matte one too) and still have that stupid notch. But it never makes any difference at all which is good news.
techpressionabout 3 hours ago
I was surprised to even see it mentioned after all these years, literally haven’t thought about it a single time since I got my first MBP that had it.
teaearlgraycoldabout 2 hours ago
It’s a complete embarrassment. They added it for aesthetic alignment with the iPhone 13. And then the 14 removed the notch soon after. They’ve kept it for years since then. It has no functional purpose. It’s not there for face ID or because they couldn’t figure out how to do a hole punch camera.
__mharrison__about 3 hours ago
Except that it hides stuff...
airstrikeabout 2 hours ago
If you have that much in your menubar you have bigger problems
illusive4080about 3 hours ago
Same, have a very old MBP. Not sure what to do because I don’t want to wait a year and a half. That coupled with today’s price increases make it a tougher decision.
herfabout 3 hours ago
You can turn off the notch, I mean crop it out at least.
g42gregoryabout 3 hours ago
How about we release M5 Ultra first?
thrillabout 3 hours ago
Come on Apple - just buy TSMC and fully kit out the RAM in all Mac Studios - you could even make (more of) a fortune selling the excess.
Schiendelmanabout 3 hours ago
There's already reporting that M7 will be on Intel 18A - Apple's giving Nvidia and Broadcom and others more TSMC capacity back.
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pipeline_peakabout 2 hours ago
Local AI isn’t gonna help Apple, especially not with the rate hardware prices are increasing.

They need to pull out of this half assed bandwagon approach.

simondotauabout 1 hour ago
Local AI is going to help Apple, especially with a return to normal RAM pricing being an inevitability, even if it takes years.

They don't need to pull out of this approach.

pipeline_peakabout 1 hour ago
How is it going to help them?

Do you really think the average Apple user will use it when there’s already better AI provided by OpenAI and Anthropic which don’t require advanced local hardware?

behnamohabout 4 hours ago
Apple is very late to the AI party. By the time M7 is shipped, Nvidia will announce 6090 and people will be buying used (3|4|5)090 GPUs to run local models at much better performance than heat throttled M7.
dofmabout 4 hours ago
This a significant misunderstanding of which party it is Apple wants to attend.
aurareturnabout 4 hours ago
And 6090 will have 48GB of RAM compared to something like an M7 Max that might have 192GB or an M7 Ultra that might have 768GB.
ErneXabout 4 hours ago
I would prefer a Studio if it does a decent enough job even if throttles a bit under load, way less power usage and noise than those GPUs plus the PC you need to put those in.
swader999about 2 hours ago
Yeah but you could heat your whole house!
bahmbooabout 3 hours ago
RAM is a commodity and nvidia will be paying the same prices. The used market will reflect the cost of RAM. nvidia owns the top of the market but many of us don't need that.
techpressionabout 3 hours ago
What people? Are you seriously thinking the hundreds of millions of customers Apple have is going to be buying run-to-the-ground GPUs second hand and build local workstations for AI? Might as well ask them to self host email while you’re at it.
maxdoabout 4 hours ago
same people who bought all mac mini for ai?
brcmthrowawayabout 4 hours ago
Theyve dropped the ball bigtime.
slwvxabout 12 hours ago
scrlkabout 12 hours ago
Thanks for catching that - unfortunately I can't edit the submission URL, but I've emailed hn@ycombinator.com to see if the mods can fix it.

EDIT: gift link if paywalled (archive.is capture is truncated): https://www.bloomberg.com/news/articles/2026-06-25/apple-to-...

dangabout 10 hours ago
Fixed now. Thanks to you both!