Apple is beginning to lay the critical groundwork for its next-gen custom chips, including a much-anticipated server chip, dubbed Baltra, as per a new analysis from Morgan Stanley Apple is increasing its reservation slots for TSMC's SoIC packaging tech in anticipation of its next-gen custom chips, including the Baltra ASIC Morgan Stanley has noted in a fresh analysis that Apple is "ramping up" SoIC-related activity at TSMC: "Apple is materially ramping SoIC capacity at TSMC, pointing to a major push in Apple silicon for AI servers. TSMC (covered by Charlie Chan) is expanding its SoIC (System on Integrated Circuit) capacity, […]

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Apple generally tries to keep its cards hidden, preferring a grand unveiling, replete with mega-flourishes, to a gradual trickle of information and unvarnished product launches. However, when you have a supply chain as expansive as Apple's, leaks abound nonetheless. And today, we've received a juicy tidbit regarding the tech giant's intentions for its upcoming ASIC, dubbed Baltra. Apple intends to move the production of its upcoming AI ASIC in-house According to a South Korean publication, Samsung Electro-Mechanics (SEMCO) - a company that specializes in core electronic components, multilayer ceramic capacitors, and chip substrates - has provided samples of its glass […]

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With the hardware side of Apple's AI strategy reportedly in an equal, if not greater, disarray than the software side, it is hardly a surprise that the Cupertino giant has been forced to rely on Google's servers along with its very capable Gemini model to ship the revamped Siri and the AI features that come with it. Against this backdrop, the bespoke Baltra ASIC might be Apple's only viable avenue of escaping Google's ensnaring clutches. Apple's internal disarray is leading to a situation where a large proportion of its AI servers simply sit idle on warehouse shelves The Information is […]

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