Apple Reportedly Working With Broadcom to Develop New AI Chip

Apple's First Custom AI Chip, Baltra, Targets Mass Production by 2026.

Highlights

  • Apple and Broadcom are developing an AI server chip, internally named Baltra, expected for mass production by 2026.
  • The chip will use TSMC’s advanced N3P manufacturing process.
  • Apple aims to support AI features on its devices with in-house server chips, continuing its success with M-series processors.

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Apple Reportedly Working With Broadcom to Develop New AI Chip
Apple is reportedly working with Broadcom to develop its first server chip specifically designed for artificial intelligence (AI) processing, The Information reported on Wednesday, citing sources familiar with the matter. This move positions Apple alongside other tech giants that have developed proprietary chips to handle AI-intensive workloads and reduce dependence on Nvidia's costly and short-in-supply processors.

Also Read: OpenAI is Developing In-House AI Chip with Broadcom and TSMC: Report




Code-Named Baltra

Internally code-named Baltra, Apple’s AI chip is slated for mass production by 2026. The company plans to manufacture the chip using Taiwan Semiconductor Manufacturing Co.'s (TSMC) advanced N3P process, according to the report.

In 2022, Apple signed a multi-billion-dollar agreement with Broadcom to develop 5G radio frequency components. Earlier this year, at its annual developer conference, Apple revealed plans to leverage in-house server chips to support AI features across its devices.

Also Read: Meta Announces USD 10 Billion AI Data Center in Louisiana

Reducing Dependence on Nvidia

Apple has made significant progress in chip development, notably with its M-series processors, which replaced Intel chips in Mac laptops. However, like many major tech firms, Apple faces challenges in reducing reliance on Nvidia, a hurdle that Google has managed to overcome by also partnering with Broadcom for its AI chips.

Broadcom's primary competitor in this domain is Marvell. Marvell’'s Chief Operations Officer Chris Koopmans, earlier this month said the custom chip market is projected to reach USD 45 billion by 2028, with Broadcom and Marvell expected to dominate the sector, according to a Reuters report.

Reported By

Kirpa B is passionate about the latest advancements in Artificial Intelligence technologies and has a keen interest in telecom. In her free time, she enjoys gardening or diving into insightful articles on AI.

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