[News] Apple Rumored to Develop In-House AI Processor for Mass Production in the Second Half of 2025

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According to reports from global media outlets like MacRumors and Wccftech on April 23rd, Apple is said to be developing its first in-house AI processor for PCs, the M4 chip, and is also working on a self-developed AI server processor using TSMC’s 3-nanometer process, with plans for mass production expected in the second half of 2025.

As per Wccftech’s report, based on the production schedule, Apple’s AI server processor might utilize TSMC’s “N3E” process. It is rumored that the N3E process is also used for producing products like the A18 Pro, the upcoming Qualcomm Snapdragon 8 Gen 4, and the MediaTek Dimensity 9400, among other major clients’ products.

Regarding this matter, per a report from Economic Daily News citing sources, it has indicated that Apple’s development of AI server processors will bring new momentum to TSMC’s advanced process orders. Subsequently, assembly orders for related AI servers are expected to be undertaken by Foxconn, becoming two major benefactors of Apple’s aggressive push into AI among Taiwan’s manufacturers.

The source referenced previous reports suggesting that Apple has secured the initial capacity for TSMC’s 3-nanometer process for at least a year. According to TSMC’s financial reports, the revenue contribution from its largest customer exceeded NTD 500 billion in 2022 and is projected to reach NTD 546.5 billion in 2023, setting a new record. TSMC’s largest customer is, anticipated by the report from Economic Daily News, to be Apple.

The same report from Economic Daily News continues by quoting industry sources who revealed that Apple has conducted extensive AI functionality testing, which is highly confidential. Apple and Foxconn have reportedly been engaged in many projects and ongoing tests.

With Apple’s full-scale push into the AI field and plans to introduce AI features in this year’s new iPhone models, there are also rumors of Apple possibly launching its own developed AI chip.

Read more

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(Photo credit: Apple)