Recently, Apple COO Jeff Williams paid a low-key visit to the TSMC headquarters and met with CEO Wei Zhejia. The core topic was about the development and production cooperation of Apple's self-developed AI chips, as well as the possibility of booking the first batch of production capacity of TSMC's 2nm process.
According to analysis, if Apple successfully booked the first batch of TSMC 2nm products, it will bring up to NT $600 billion (about 134.58 billion yuan) in revenue for the latter. At the same time, Qualcomm, MediaTek and other companies may have to wait another year to transition to 2nm chips. However, in the context of the rapid development of AI technology, the demand for customized AI chips (ASICs) will continue to grow, and is expected to exceed the growth rate of GPU in the next few years, occupying an important share in the AI semiconductor market.
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Recently, Apple COO Jeff Williams paid a low-key visit to the TSMC headquarters and met with CEO Wei Zhejia. The core topic was about the development and production cooperation of Apple's self-developed AI chips, as well as the possibility of booking the first batch of production capacity of TSMC's 2nm process. According to analysis, if Apple successfully booked the first batch of TSMC 2nm products, it will bring up to NT $6000 for the latter
