Tech
Inside An Apple Lab That Makes Custom Chips For iPhone And Mac
Apple has designed its own custom chips for iPhones since 2010, kicking off a trend followed by other non-chip giants like Google, Microsoft, Amazon and Tesla. In November, CNBC became the first journalists to film inside an Apple chip lab, where it tests its latest M3 chips that replaced Intel processors in all new Macs. We also got a rare chance to talk with Apple’s head of silicon, Johny Srouji, and Apple’s senior vice president of hardware engineering, John Ternus, about geopolitical risks in Taiwan, slowdowns and what’s next in AI.
Chapters:
00:00 – 2:10 Intro
2:11 – 6:55 Powering iPhones since 2010
6:56 – 12:09 Replacing Intel in Macs
12:10 – 14:55 Taiwan, slowdown, other risks
14:56 – 17:11 AI and what’s next
Produced by: Katie Tarasov
Edited by: Sydney Boyo
Supervising Producer: Jeniece Pettitt
Animation: Jason Reginato, Christina Locopo, Andrea Schmitz
Camera: Andrew Evers, Sydney Boyo, Jeniece Pettitt
Editorial Support: Steve Kovach
Additional Footage: Getty Images, Apple, TSMC, AMD, Getty Images, Google, Intel, Nvidia, OpenAI, Qualcomm, Samsung
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Inside An Apple Lab That Makes Custom Chips For iPhone And Mac
source
U.S. chip manufacturing faces a shortage of up to 157,000 skilled workers by 2030, a matter of concern for companies like Samsung.
Schools including Purdue and Arizona State have new semiconductor degree programs, and all the biggest chipmakers are investing millions to create pipelines of U.S. chip talent.
CNBC’s Katie Tarasov has the details. Watch the related video for full report.
source
CNBC’s Michael Wayland takes a first look at electric vehicle startup Slate Auto’s modular $25,000 pick up trucks. The cars are affordable and basic, with features that buyers can customize. That includes turning the truck into an SUV. The vehicles had more than 150,000 refundable reservations before their release, despite waning consumer demand in EVs in the U.S. The company is about to find out if the truck can disrupt the market.
Reporting by: Michael Wayland
Produced and Camera by: Natalie Rice
Edited by: Darren Geeter
Senior Managing Producer: Tala Hadavi
Additional Footage: Slate Auto
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CNBC Takes A First Look At Slate Auto’s $25,000 Modular Cars
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AI data centers are driving unprecedented demand for electricity and putting renewed pressure on America’s power grid to modernize its equipment and develop greener, more efficient sources of power. Google, Meta, Microsoft and Amazon are all spending millions of dollars on local infrastructure upgrades and companies like SpaceXAI are even building off-grid power plants to power their data centers.
Google says its planned 780-megawatt data center in Pine Island, Minnesota, could offer a model for powering the AI boom. In a proposed agreement with Xcel Energy, Google says it will support 1,900 megawatts of new wind, solar and battery capacity, while minimum payments and exit fees are intended to protect local ratepayers if demand falls short.
CNBC examines whether projects like Pine Island can make the grid cleaner without shifting costs to existing customers, why some energy experts argue that smaller data centers could make better use of infrastructure already in place, and how utilities’ financial incentives can complicate efforts to build less.
Chapters:
0:00 – 2:06 Introduction
2:07 – 4:49 Off-grid solutions
4:50 – 9:00 Upgrading the grid
9:01 – 11:44 Smaller data centers
Produced by: Jeffrey Kopp
Senior Director of Video: Jeniece Pettitt
Tech Correspondent: MacKenzie Sigalos
Edited by: Erin Black, Matt Soto
Camera: Donny Rowles
Animation: Jason Reginato, Emily Park
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The Race To Power AI Is Reshaping America’s Electric Grid
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A leak by Indian supplier Tata Electronics, purportedly of the yet-to-be-released iPhone 18 Pro models, has become marketing gold for the Chinese government. The Communist Party paper, The Global Times, is using the leak – caused by a cyberattack – as a cautionary tale for Apple and other American companies that are in the process of diversifying their supply chains away from China. CNBC’s Eunice Yoon reports.
00:58 Correction: The location tag should be Beijing, China.
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Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh
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China’s Swagger After India’s iPhone 18 Leak
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Unstoppable demand for AI is leading to a capacity crunch on factory lines at the world’s leading chip manufacturer, Taiwan Semiconductor. And it could put a chokehold on AI’s ability to scale. Analysts tell CNBC that Nvidia, Apple, Broadcom, AMD and others are locked in an “extremely fierce” competition to get their GPUs, CPUs and custom AI chips made at TSMC. Capacity can’t come online fast enough, despite TSMC’s rush to build new fabs in Taiwan, Japan and Arizona, where has expanded investment to $265 billion. The strain has made one man at TSMC “the most popular person on the planet,” as chip start-ups and big name CEOs visit Taiwan to ask him for wafer allocation. It’s also created a rich opportunity for Intel, as customers look to the long-struggling foundry arm of the U.S. chip manufacturer for a second source.
Chapters:
0:00 Introduction
2:06 ‘Most popular person on the planet’
6:54 Making room for smaller players
9:10 Can new U.S. fabs ease the crunch?
Producer and Reporter: Katie Tarasov
Edited by: Matt Soto, Andrew Evers
Camera: Eddie Temborski, Robert Lampe, Evan Reinhardt
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional Footage: Cerebras, D-Matrix, Getty Images, Intel, Nvidia, OpenAI, SpaceX, TSMC
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About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
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Why There’s An ‘Extremely Fierce’ Battle For TSMC’s Limited Chip Manufacturing Capacity
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@sadicornelius1824
December 16, 2023 at 8:01 pm
🎉🎉
@pranavshukla8313
December 16, 2023 at 8:01 pm
Excellent video. Thank you Katie 👍
@SoCalFreelance
December 16, 2023 at 8:01 pm
#BDS israel! #BDS Apple!
@lamasteve6905
December 16, 2023 at 8:01 pm
The new burn in tower !
@metapainter
December 16, 2023 at 8:01 pm
Everything has an end
@RaushanLedgister
December 16, 2023 at 8:01 pm
I think in the long term apples getting smarter at improving their products
@user-wq9gm9xr4v
December 16, 2023 at 8:01 pm
Apple chips show what a bad job Intel has done over the years
@todaysgrailtomorrowsbeater612
December 16, 2023 at 8:01 pm
shes asking apple what theyre doing for AI chips, ladyyyy your apple watch has had an AI chip in it since 2015…!!!!
@Foukez
December 16, 2023 at 8:01 pm
Apple executives have generic awnsers at excelence level as always.
@user-pn1qf9ce7h
December 16, 2023 at 8:01 pm
As a Original Founding AMD RED Team Member, I kept asking AMD when they were going to do what Intel did, 2x threads and they did it finally when Lisa Su came in, so technically I am the one who was pushing AMD to do what Lisa Su finally did!~
@user-jb1lh5uo4m
December 16, 2023 at 8:01 pm
Dont forgrt to mention that apple is in india which is a part of brics+ aka china russia and ect
@lambertois11
December 16, 2023 at 8:01 pm
This is not the real issue about Apple ! The Foxconn China is Apple's Achilles heel !
@CellTechAdv
December 16, 2023 at 8:01 pm
It'd be even better if they stopped recycling chips by renaming them and turning on cores that are already in them to begin with.. iphone 13, 14, and 15 are almost 100% identical. you get 1 more core but a different name. and I'm sure that core, has already been available, it was just turned off… after seeing the "compare iphones" page on their own site and noticing those 3 phones are 98% identical parts.. I quit using apple.
@mwahlert
December 16, 2023 at 8:01 pm
A 17 minute Apple commercial, brought to you by CNBC.
@user-xg6tz4lg6o
December 16, 2023 at 8:01 pm
Apple is just too rich where are the donations and employment opportunities at the end of the story..
Apple is just too rich where are the donations and employment opportunities at the end of the day yeah it's a nice phone to use but there are problems associating it with me. I had an iPhone and got it hooked away and never got it back 😅 it's been years since I seen my iPhone 6 titanium
@RealHomeboy
December 16, 2023 at 8:01 pm
Just release the apple tv as a AAA gaming machine
@JMMcom
December 16, 2023 at 8:01 pm
You mean Palestine ❤️🇵🇸🇴🇲❤️
@roccobot
December 16, 2023 at 8:01 pm
The longest adv I've ever watched
@ginog5037
December 16, 2023 at 8:01 pm
Apple now is low performance and overpriced junk…
@PoliticalMatter
December 16, 2023 at 8:01 pm
Apple is the only company with great hardware but no games to play on it 😜
What a shame Apple who doesn’t encourage game developers.
@jorgezarco9269
December 16, 2023 at 8:01 pm
Under the hood, you got the bad and the good.
@Philfluffer
December 16, 2023 at 8:01 pm
Watch the senior VP of hardwares body language when asked about Apple and AI… don’t listen to his words, just watch him. I believe he just gave away his doubts while touting the companies line.
@chingutubefamily5397
December 16, 2023 at 8:01 pm
Come on. its way less slake and cool than what we saw in apple event….lol
@Joe-lz7lv
December 16, 2023 at 8:01 pm
Really interesting and something you don’t see behind Apple’s closed doors.
@ahmody7500
December 16, 2023 at 8:01 pm
As noted by other comments, This report contained so many false information, but then out of curiosity I googled the name of the interviewee, it turned out he was an Israeli, no big surprise. 🤷♂️
@MrLunithy
December 16, 2023 at 8:01 pm
lol apple failtards its all landfill.
@mahbod5253
December 16, 2023 at 8:01 pm
I love the thinkess in their new laptops, im just crazy with my new mac
@dinosoup
December 16, 2023 at 8:01 pm
Great vid, good overview and feature
@corbindallasmultipass
December 16, 2023 at 8:01 pm
Im sure they will show the roof where nets have to be installed to stop people from jumping… Oh wait, thats in the china slave factory……
@cularu1
December 16, 2023 at 8:01 pm
Great piece of apple advertising!
@JayRizzGod
December 16, 2023 at 8:01 pm
The amount of work and precision Apple has used to achieve this, is astounding. Truly a great company.