Apple will nonetheless profit as TMSC confirms large-volume manufacturing has began for its latest 2nm processor, however as Nvidia ascends, Apple’s days of having the ability to command the agency’s total output are over — for now.
Dies on wafers – Picture Credit score: TSMC
Again in 2020, Apple was in a position to purchase TSMC’s total 3-nanometer manufacturing capability and use it within the iPhone, iPad, and Mac. Not solely did that imply Apple had the then quickest processors, however nobody else may purchase them.
In accordance with semiconductor journalist Tim Culpan, nevertheless, that will have been the final time Apple was ready to do that. That is as a result of TSMC’s manufacturing of AI processors for Nvidia and AMD is taking extra of the agency’s capability.
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