Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple’s days of being able to command the firm’s entire output are over — for now.
Dies on wafers – Image Credit: TSMC
Back in 2020, Apple was able to buy TSMC’s entire 3-nanometer production capacity and use it in the iPhone, iPad, and Mac. Not only did that mean Apple had the then fastest processors, but no one else could buy them.
According to semiconductor journalist Tim Culpan, however, that may have been the last time Apple was able to do this. That’s because TSMC’s production of AI processors for Nvidia and AMD is taking more of the firm’s capacity.
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