Apple is in discussions with TSMC to secure exclusive rights to the company’s 2nm chip supply, according to a report from Economic Daily News. Apple’s Chief Operating Officer, Jeff Williams, recently made a discreet visit to TSMC. The visit aimed to secure TSMC’s 2nm manufacturing capacity for Apple’s upcoming AI-focused chips. TSMC, being Apple’s exclusive chipmaker for its in-house-designed processors, is a crucial partner in Apple’s supply chain. The goal is to ensure that Apple has enough 2nm chips to meet the demands of its future devices and data servers.
Apple’s interest in the 2nm chips is driven by its plans to use these advanced processors in data servers. These servers will power the AI features of iOS 18, making it essential for Apple to have a robust supply of these chips. By securing TSMC’s entire 2nm capacity, Apple aims to maintain its competitive edge and prevent rivals from accessing this cutting-edge technology.
History of exclusivity
This isn’t the first time Apple has secured exclusive chip supplies from TSMC. Last year, TSMC’s 3nm chip supply was reportedly exclusive to Apple. These 3nm chips are used in the A17 Pro, M3, and M4 processors, which power the iPhone 15 series, the latest MacBooks, and iPad Pros.
Apple’s strategy of securing exclusive chip supplies ensures that it can deliver high-performance devices without disruptions. This approach also helps Apple maintain its position as a leader in the tech industry by leveraging the latest advancements in chip technology.
The impact on rivals
By potentially locking in TSMC’s 2nm chip supply, Apple could edge out competitors who also rely on TSMC for their chip needs. This move could significantly impact other tech companies that are looking to use TSMC’s 2nm technology for their devices.
The exclusive supply deal would allow Apple to have an uninterrupted supply of advanced chips, ensuring its devices remain at the forefront of technological innovation. For rivals, this could mean delays and challenges in accessing the latest chip technology, potentially affecting their product launches and performance.
A strategic move
Apple’s efforts to secure TSMC’s 2nm chip supply highlight the company’s commitment to staying ahead in the tech race. By ensuring a steady supply of advanced chips, Apple can continue to innovate and deliver cutting-edge products to its customers.
This strategic move also underscores the importance of strong partnerships in the tech industry. TSMC’s role as Apple’s exclusive chipmaker is crucial, and securing the 2nm capacity is a testament to the strong relationship between the two companies.
Overall, Apple’s push for exclusive access to TSMC’s 2nm chips is a strategic move aimed at maintaining its competitive edge and ensuring the success of its future AI-driven devices.
