As reported by Macrumors on Monday, according to a report by semiconductor analyst Tim Culpan, Apple now has to compete with other AI-focused companies such as Nvidia and AMD to get chip supplies from TSMC.
This marks a major shift after more than a decade in which Apple-designed chips were the backbone of the Taiwanese chipmaker 's business expansion.
AI accelerators require significantly larger wafer area components per unit than smartphone chipsets . As a result, despite having fewer customers, AI companies can absorb significantly larger production outputs.
This situation means that Apple's chip designs are no longer automatically a priority at TSMC's more than two dozen fabrication facilities.
