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Both the new XBox and PS5 use custom chips from AMD. Basically adjusting the buses and configuration of the cores on the chips. Apple is designing its own chips to match its requirements.

Wonder if that's the future of the semiconductor business. Fewer generic parts, but custom configuration of cores to match specific applications.

Really a shift back to when each chip was designed explicitly for a customer. But, a change that'll create winners and losers.

Thinking about this more, it is really the effect of commoditization on the market.

Fabless semiconductor firms showed the transition to where the production of the waffers themselves became commoditized. Now we're seeing the CPU/GPU cores themselves have become the commodity.

This is further shown by there becoming more open cores available and getting used. Probably the next winners will be those who can customize open cores to match high end business applications.

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@ted And the same thing is happening with cloud providers; Amazon first with it's own NICs, and now with it's own CPUs; Google with it's AI hardware etc.

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