“Taiwan passive component makers are witnessing an aggressive increase in orders for high-capacitance multi-layer ceramic capacitors (MLCCs), with most of the MLCCs having a capacitance of 22μF, and being for use in an AMD-based Apple notebook, sources at the makers noted. For this new notebook, about 70 22μF MLCCs will be required, with Japan-based Murata Manufacturing, Taiyo Yuden and TDK being the three major suppliers, the sources added,” Yen Ting Chen, Shawn Chen and Nuying Huang, and Esther Lam report for DigiTimes.
“Passive component makers are generally optimistic about the growth catalyst that the new AMD-base Mac notebooks could bring. Already, demand for Intel-based dual-core Apple notebook models that require about 80 22μ MLCCs has caused supply to tighten for the high-capacitance MLCCs, with notebook makers having to adjust their MLCC mixture, the makers noted,” DigiTimes reports.
“However, some motherboard makers are doubtful about any AMD and Apple partnership, with the makers noting the performance advantage Intel currently enjoys over AMD, especially for the Core 2 Duo processor compared with AMD’s present CPU lineup. AMD is also considered to have insufficient capacity, the makers added,” DigiTimes reports. “Sources at Taiwan server makers, though, indicated that Apple may apply AMD’s x86 socket CPUs to its servers.”
Full article here.
Tony Smith reports for The Register, “It’s not clear why an increased demand for these components should indicate an Apple AMD-based product, particularly when the same sources suggest AMD-based machines require fewer MLCCs than Intel-based ones do.”
“Just as pertinent a dampener on the Taiwanese moles’ claim: Apple’s MLCC suppliers are said to be Japanese not Taiwanese. As we’ve noted before, now that Dell’s started offering AMD-based systems, Apple is now the only company rumourmongers can turn to for claims that a major vendor is ditching its Intel-only policy,” Smith reports. “It’s hard to imagine Apple not at very least evaluating AMD processors, but the exclusivity of its deal with Intel would appear for now to outweigh the benefits of bringing a second source of CPUs on board.”
Full article here.
Jobs knows that stranger things have happened, and with Apple, anything can happen, but this just doesn’t seem plausible to us right now.
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