2024-05-19 21:20:00
Apple rushes in the direction of AI, and high-level executives secretly go to TSMC. In response to trade experiences, Apple Chief Working Officer Jeff Williams just lately visited Taiwan Semiconductor Manufacturing Co., Ltd. (2330) in a low-key method. TSMC President Wei Zhejia personally acquired the reception. The 2 events will deal with Apple’s improvement of self-developed AI chips and can contract with TSMC’s superior course of manufacturing capability to provide associated chips. , including robust momentum to TSMC’s order consumption.
Apple didn’t instantly reply to reporters’ inquiries. TSMC has all the time not commented on market rumors or single buyer info, and it didn’t touch upon yesterday (nineteenth).
In response to authorized evaluation, Apple’s energetic improvement of revolutionary functions requires extra assist from the newest semiconductor know-how. It has beforehand taken the lead in contracting TSMC’s first batch of 3nm manufacturing capability. If it subsequently orders the primary batch of 2nm or much more superior course of manufacturing capability, Apple is anticipated to contribute TSMC’s annual income and output will steadily attain highs. This yr, it has the chance to succeed in NT$600 billion, a brand new excessive. It should problem the long-term problem of reaching trillions of {dollars} and write a brand new milestone.
Apple executives’ secret assembly with TSMC Image/supplied by Financial Every day
Concerning knowledge heart funding, Apple Chief Monetary Officer Luca Maestri bluntly said on the monetary report convention just lately that he has his personal knowledge heart on this discipline and in addition makes use of third events. This mannequin has labored properly and the plan continues to advance. He additionally talked about that he’s excited in regards to the enterprise alternatives of generative AI, and the corporate has invested greater than US$100 billion in associated analysis and improvement prior to now 5 years.
It’s understood that Apple has cooperated with TSMC for a few years along with the A-series processors utilized in iPhones. In recent times, Apple has launched a long-term plan for Apple silicon to create M-series processors for MacBooks and iPads. The important thing driver is Williams. This time Williams He got here to Taiwan to debate a brand new wave of package deal manufacturing capability and cooperation with TSMC for Apple’s self-developed AI chips, which attracted particular consideration from the trade.
The M-series processors have efficiently taken the market by storm. Apple has successively transformed Intel processors within the Mac sequence product line to its personal M-series chips ranging from the top of 2020. This profitable mannequin permits Apple to deal with designing and creating extra aggressive merchandise. At present, it’s creating its personal AI chips for its personal knowledge heart servers. It’s rumored that it goals to optimize the efficiency of a number of the current Huida structure knowledge heart chips.
Apple has begun to enter the AI server facet, utilizing the Arm structure to create a self-developed AI computing processor in a semi-customized type. Along with utilizing TSMC’s superior course of for mass manufacturing, because of the excessive computing efficiency of the AI server It should have an effect on the computing energy. Will probably be constructed with TSMC’s SoIC superior packaging course of, which has the very best manufacturing value, and the processor might be built-in in a 3D stacking methodology. Nevertheless, because of the excessive value, Apple mustn’t have plans to broaden to terminal gadgets within the quick time period.
Nevertheless, in response to the booming improvement of recent generative AI applied sciences, along with the substantial enhance in cloud computing demand, terminal gadgets have additionally begun to have edge computing wants. Apple has adopted the associated pattern, particularly within the M4 system single chip constructed with TSMC’s 3nm course of. The chip (Chiplet) integrates a extra highly effective neural community engine (Neural Community). Though the combination methodology is much like the earlier technology, the computing pace is anticipated to be doubled.
Subsequent, Apple will develop three completely different ranges of M4 processors codenamed Donan, Brava, and Hidra to completely seize the AI PC enterprise alternatives. It’s anticipated to enter the mass manufacturing stage at TSMC within the second half of this yr, and might be sealed by ASE Funding Management. Measurement.
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