- Apple tab tom sib tham nrog Intel los tsim cov khoom nkag-theem M-series chips siv Intel's advanced 2nm 18A node.
- Thawj cov txheej txheem tsim los ntawm Intel yuav tuaj txog, thaum ntxov, nruab nrab ntawm lub quarter thib ob thiab thib peb ntawm 2027.
- TSMC tseem yuav ua tus saib xyuas cov chips muaj zog tshaj plaws (Pro, Max thiab Ultra) thiab feem ntau ntawm Apple cov ntaub ntawv.
- Qhov kev txav mus los yog teb rau kev tshawb nrhiav kom muaj peev xwm ntau dua, tsis tshua muaj kev pheej hmoo ntawm thaj chaw, thiab qhov hnyav dua ntawm kev tsim khoom hauv Tebchaws Meskas.
Qhov tawg ntawm Apple thiab Intel Xyoo 2020, thaum Macs tso tseg x86 processors hauv kev pom zoo ntawm Apple Silicon, nws zoo li qhov tseeb. Txawm li cas los xij, ntau cov ntawv ceeb toom los ntawm cov saw hlau qhia tias ob lub tuam txhab tab tom yuav rov pib dua lawv txoj kev sib raug zoo raws li tus qauv sib txawv kiag liIntel yuav rov tsim cov chips rau Apple, tab sis lub sijhawm no tsuas yog qhov chaw tsim khoom thiab tsis muaj kev cuam tshuam hauv kev tsim.
Raws li ntau cov lus ceeb toom los ntawm tus kws tshuaj ntsuam Ming-Chi Kuo, Apple twb tau ua thawj kauj ruam rau yav tom ntej tiam ntawm nkag-theem M processors yog tsim nyob rau hauv Intel lub factories nyob rau hauv lub tebchaws United States pib los ntawm 2027Kev ua haujlwm yuav sawv cev rau kev hloov pauv tseem ceeb rau tag nrho kev lag luam semiconductor thiab, dhau los, yuav ntxiv dag zog rau kev tsim khoom hauv North America.
Cov chips dab tsi Intel yuav tsim thiab thaum twg lawv tuaj txog?
Ntau yam kev xau pom zoo tias Intel tsuas yog tsim cov nkag-theem M-series processorsNtawd yog, SoCs tsis muaj Pro, Max, lossis Ultra tus qauv. Cov no yog cov chips uas Apple siv hauv cov khoom ntim siab zoo li cov MacBook Air thiab iPad Pro lossis iPad Air, thiab uas sawv cev rau kaum lab lab units hauv ib xyoos.
Cov ntawv ceeb toom tshwj xeeb hais txog cov tiam tom ntej M6 thiab M7 yog cov neeg sib tw tseem ceebTxawm li cas los xij, lwm cov qauv yuav suav nrog nyob ntawm seb Apple lub sijhawm sab hauv hloov pauv li cas. Lub tswv yim yog rau Intel pib xa cov khoom siv silicon ntawm ... Lub quarter thib ob thiab thib peb ntawm 2027yog tias qhov kev xeem ua ntej mus raws li tau npaj tseg.
Hauv kev xyaum, cov nti uas Intel yuav tau txais yuav yog Basic M-Class SoC uas Apple feem ntau khaws tseg rau lub teeb yuag laptops thiab cov ntsiav tshuaj high-end. Nws kuj tseem qhib qhov rooj rau cov processor no kom muaj peev xwm ua kom muaj zog Ib tug pheej yig dua MacBook raws li ib tug nti muab tau los ntawm lub iPhone, ib yam khoom uas tau speculated txog rau lub thib ob ib nrab ntawm lub xyoo caum.
Nyob rau hauv cov nqe lus ntawm ntim, kwv yees qhia tau hais tias ua ke khoom xa tuaj rau MacBook Air thiab iPad Pro / Cua yuav tsum muag ntawm 15 thiab 20 lab units txhua xyoo nyob ib ncig ntawm 2026 thiab 2027. Nws tsis yog ib daim duab loj heev piv rau Apple tag nrho cov catalog, tab sis nws tseem ceeb txaus los muab Intel lub lag luam foundry txhawb nqa.
Nws yog tsim nyog hais tias, los ntawm tus neeg siv kawg qhov kev xav, Tsis muaj qhov sib txawv ntawm kev ua haujlwm lossis cov yam ntxwv yuav tsum tau ua. piv rau cov chips tsim los ntawm TSMC. Tus tsim yuav txuas ntxiv mus tag nrho Apple lub luag haujlwm, nrog tib Arm architecture thiab tib kev koom ua ke nrog macOS thiab iPadOS.
Intel 18A: cov node siab heev uas xav ntxias Apple
Qhov loj kos rau Apple yog nyob rau hauv Intel 18A semiconductor txheej txheem, lub siab tshaj node los ntawm American tuam txhab. Nws yog technology ntawm 2 nanometers (sub-2 nm raws li Intel nws tus kheej) uas cog lus kev txhim kho txog li 15% nce hauv efficiency ib watt thiab ib ncig ntawm a 30% nce ceev pem hauv ntej ntawm Intel node 3.
Cov txheej txheem 18A tib yam no yog qhov ua rau qhov tshiab Intel Core Ultra 3 series (Panther Lake)thiab twb tau tsim nyob rau hauv factories nyob rau hauv lub tebchaws United States. Rau Apple, qhov no txhais tau tias muaj tus neeg xa khoom ntxiv muaj peev xwm tsim cov chips tiam tom ntej sab nraum Asia, ib yam dab tsi uas nce hnyav rau kev txiav txim siab ntawm cov tuam txhab thev naus laus zis loj.
Raws li Kuo, Apple twb tau kos npe rau ib qho daim ntawv cog lus tsis pub lwm tus paub nrog Intel thiab yuav muaj kev nkag mus rau thaum ntxov Cov txheej txheem tsim khoom siv (PDK) ntawm 18A. Lub sijhawm no, lub tuam txhab Cupertino yuav ua tiav internal simulations los xyuas seb cov txheej txheem ua tau raws li qhov yuav tsum tau ua ntawm efficiency thiab kev ntseeg tau.
Lub ntsiab tseem ceeb tom ntej no yog Intel qhov kev tshaj tawm ntawm tus Qhov kawg versions ntawm PDK (1.0 thiab 1.1), teem rau thawj lub quarter 2026Yog tias cov txiaj ntsig tau raws li qhov kev cia siab, theem tsim khoom yuav raug qhib kom thawj M-series chips tsim los ntawm Intel tuaj yeem npaj tau los ntawm 2027.
Qhov kev txav no kuj tseem yuav yog lub sijhawm rau Intel los ua pov thawj tias nws cov tswv yim tsim muaj qhov hnyav. Kev ruaj ntseg rau cov neeg siv khoom xav tau zoo li Apple ntawm lub ntsej muag zoo li 18A yuav yog qhov ua tiav tseem ceeb. Nws yuav tsim nyog yuav luag ntau dua li kev siv thev naus laus zis thiab kev pom zoo tshaj qhov ntim ntawm cov nyiaj tau los ncaj qha.
TSMC yuav txuas ntxiv ua tus thawj coj ntawm Apple Silicon ua lag luam high-end.
Txawm hais tias muaj kev cia siab nyob ib puag ncig qhov kev pom zoo, txhua qhov chaw hais tias TSMC yuav tseem yog Apple tus thawj koom tesLub tuam txhab Taiwanese yuav txuas ntxiv tsim cov ntau dua chips ntawm M series -Cov Pro, Max, thiab Ultra variants uas tau teeb tsa ntawm MacBook Pro, Mac Studio, lossis Mac Pro -, nrog rau A-series SoC rau iPhone.
Qhov tseeb, nws yog TSMC uas tab tom npaj cov nodes uas yuav tso cai rau Apple ua kom lub leap mus rau 2 nanometers nyob rau yav tom ntej high-end iPhones thiab hauv Macs yav tom ntej npaj rau cov kws tshaj lij. Leaks qhia tias cov qauv zoo li qhov ua tau iPhone 18 Pro lossis txawm tias lub foldable iPhone tuaj yeem pib nrog cov txheej txheem tsim khoom ntau dua.
Hauv kev faib cov luag haujlwm no, Intel yuav coj ntau qhov sib txawv tsawg dua ntawm M chipsthaum TSMC yuav khaws feem ntau ntawm cov khoom tsim thiab cov khoom muaj nqis ntxiv. Rau Apple, qhov no suav nrog a sib xyaw qauv: faib cov chaw ua haujlwm ntawm cov chaw tsim khoom raws li tus nqi, muaj peev xwm, thiab cov hom phiaj ua haujlwm.
Qhov kev txav mus los haum nrog cov qauv uas lub tuam txhab tau thov rau lwm cov khoom rau xyoo: tsis yog nyob ntawm ib tus neeg muag khoom rau cov khoom tseem ceeb, tshwj xeeb tshaj yog nyob rau hauv cov ntsiab lus ntawm geopolitical tensions thiab muaj peev xwm logistical cuam tshuam.
Hauv cov ntsiab lus siv tau, cov khoom siv siab dua yuav txuas ntxiv tuaj txog ua ntej. nrog cov chips tsim los ntawm TSMCthaum lub ntim ntau dua, cov khoom siv qis dua yuav tuaj yeem tso siab rau lub peev xwm tshiab uas tau muab los ntawm Intel cov chaw tsim khoom hauv North America.
Geopolitics, Asmeskas kev tsim khoom, thiab kev ntxhov siab ntawm cov saw hlau
Dhau li ntawm engineering, qhov kev sib koom tes ntawm Apple thiab Intel muaj qhov pom tseeb ntawm kev nom kev tswv. Kev tsim ib feem ntawm M chips hauv Tebchaws Meskas yuav tso cai rau Apple ... kom ntxiv dag zog rau nws cov duab raws li lub tuam txhab cog lus rau lub teb chaws ntau lawm, ib yam dab tsi haum nrog kev hais lus ntawm "Made in USA" tau tsav los ntawm Thawj Tswj Hwm Donald Trump.
Cov chips uas tsim nyob rau hauv node 18A yog tam sim no concentrated nyob rau hauv cov chaw xws li cov Intel's Fab 52 hauv ArizonaYog tias Apple txiav txim siab siv lawv hauv nws MacBook Cua thiab iPad Pro, nws tuaj yeem nthuav qhia cov khoom lag luam ua piv txwv pom tau ntawm siab nqi-ntxiv hardware tsim nyob rau hauv American av, ib yam dab tsi uas txaus siab heev nyob rau hauv cov nqe lus ntawm lub koom haum kev sib raug zoo.
Lub caij no, Apple tau nrhiav qee lub sijhawm. diversify nws cov saw hlau kom txo tau raug rau AsiaQhov siab ntawm ntau lub peev xwm semiconductor hauv Taiwan thiab cov cheeb tsam ib puag ncig yog qhov kev txhawj xeeb rov qab rau tsoomfwv thiab cov tuam txhab loj, tshwj xeeb tshaj yog nyob hauv Europe lossis Tebchaws Meskas, qhov chaw ntau lab daus las tau tsim los nyiam cov chaw tsim khoom chip.
Muaj Intel ua qhov thib ob hauv cov txheej txheem 2nm yuav ua rau Apple ntxiv chav rau maneuver nyob rau hauv lub ntsej muag ntawm tej tensions los yog cuam tshuam uas cuam tshuam rau TSMC. Nws tsis yog ntau txog kev hloov nws tus khub Taiwanese raws li nws hais txog tsim redundancy nyob rau hauv ib qho tseem ceeb ntawm kev lag luam.
Hauv cov ntsiab lus no, qhov kev pom zoo muaj peev xwm tsis yog tsuas yog cuam tshuam rau Tebchaws Meskas, tab sis kuj rau Teb chaws Europe thiab lwm lub khw uas nyob ntawm qhov ntws tsis tu ncua ntawm Apple cov khoom. Ib thaj chaw tsim khoom lag luam sib faib ntau dua yuav txo qhov kev pheej hmoo ntawm kev tsis txaus thiab tus nqi nce siab yuav tsum muaj teeb meem hauv cheeb tsam.
Dab tsi Apple tau txais thiab dab tsi Intel txaus ntshai
Los ntawm Apple txoj kev xav, cov txiaj ntsig ntawm qhov kev txav no yog qhov tseeb. Ntawm ib sab, nws nce nce ntau lawm muaj peev xwm nyob rau hauv ib tug advanced node tsis tas yuav tos tshwj xeeb rau TSMC cov phiaj xwm nthuav dav. Ntawm qhov tod tes, Nws txo qhov kev pheej hmoo ntawm kev cia siab rau ib qho chaw tsim khoom. rau zoo tag nrho lawv daim ntawv teev npe.
Tshaj li cov kev qhia, muaj kev txhais lus nom tswv thiab kev lag luam: qee qhov ntawm lawv cov khoos phis tawj thiab cov ntsiav tshuaj tom ntej tuaj yeem ua tau raws li daim ntawv lo ntawm Cov khoom tsim nyob rau hauv Tebchaws MeskasQhov no pab tau ob qho tib si ntawm cov duab thiab hauv kev sib tham ntawm tariffs thiab cov cai.
Rau Intel, txawm li cas los xij, qhov kev txav mus los muaj qhov loj dua qhov muaj nyob. Lub tuam txhab yuav dhau mus yog ib lub sij hawm ilv tshaj plaws nyob rau hauv nws cov keeb kwm tsis ntev los nonrog ntau lab daus las kev khiav hauj lwm poob thiab poob ntawm kev ua lag luam sib koom rau cov neeg sib tw xws li AMD hauv ntu PC, ntxiv rau qhov siab nkag mus rau AI accelerator lag luam dominated los ntawm NVIDIA.
Intel's foundry division, renamed Intel Foundry, xav tau cov neeg siv khoom sab saum toj uas tso siab rau lawv cov nodes siab tshaj plaws los ua pov thawj tias nws tuaj yeem sib tw, tsawg kawg ib nrab, nrog TSMC. Hauv qhov kev nkag siab no, yeej Apple qhov kev txiav txim los tsim 2nm M chips yuav yog ib qho kev txhawb nqa loj rau nws lub koob npe nrovtxawm tias cov nyiaj tau los sib xws tsis sib piv nrog lwm cov ntawv cog lus.
Raws li Kuo, qhov tseem ceeb ntawm daim ntawv cog lus muaj peev xwm mus dhau tus lej: yog tias 18A convinces Apple, nws yuav qhib qhov rooj rau yav tom ntej nodes xws li 14A thiab cov neeg ua tiav tuaj yeem nyiam cov haujlwm ntau dua, ob qho tib si los ntawm Cupertino thiab los ntawm lwm lub tuam txhab thev naus laus zis txaus siab rau lwm txoj hauv kev rau Taiwanese hegemony hauv cov khoom siv hluav taws xob siab heev.
Kev cuam tshuam rau Mac thiab iPad cov neeg siv hauv Spain thiab Europe
Rau cov neeg yuav khoom Mac thiab iPad hauv Spain lossis lwm lub tebchaws nyob sab EuropeKev hloov pauv mus rau kev sib koom ua ke ntawm TSMC thiab Intel yuav tsum tsis txhob ua rau muaj kev hloov pauv pom nyob rau lub sijhawm luv. Cov khoom siv txuas ntxiv yuav raug muag los ntawm tib txoj kev thiab nrog tib cov khoom lag luam.
Qhov tshaj plaws kwv yees yog tias thawj European qauv nrog M-series chips tsim los ntawm Intel Lawv yuav tuaj txog pib xyoo 2027, suav nrog ntau tiam ntawm MacBook Air thiab iPad Pro lossis iPad Air uas tseem tsis tau tso tawm. Lawv txoj hauj lwm yuav txuas ntxiv yog cov laptops hnyav thiab cov ntsiav tshuaj siab kawg rau kev siv tus kheej, kev kawm, thiab kev tshaj lij.
Nrog rau tag nrho cov qauv tsim raws li Apple txoj kev tswj hwm ncaj qha, nws xav tias Qhov sib txawv ntawm M nti tsim los ntawm TSMC thiab ib qho tsim los ntawm Intel yog qhov tsis yooj yim sua kom pom. Nyob rau hauv txhua txhua hnub siv: tib specifications, tib lub roj teeb lub neej thiab, nyob rau hauv kev tshawb xav, tib theem ntawm stability.
Ib qho kev cuam tshuam tsis ncaj, yog tias lub tswv yim ua haujlwm, tuaj yeem yog ntau dua stability nyob rau hauv cov khoom muajNrog ob lub chaw tsim khoom loj sib koom ua haujlwm, Apple yuav ua haujlwm zoo dua kom tsis txhob muaj cov khoom lag luam thaum lub sijhawm xav tau siab, qee yam tshwj xeeb hauv kev tshaj tawm xws li Rov qab mus kawm ntawv lossis Dub Friday hauv Tebchaws Europe.
Los ntawm qhov kev xav ntawm European kev tswj hwm, qhov tseeb tias Ib feem ntawm kev tsim cov chips tseem ceeb yog ua sab nraum Asia Qhov no ua raws li cov cai tswj kev ruaj ntseg tam sim no. Txawm hais tias Tebchaws Europe tau txhawb nqa nws tus kheej kev tsim khoom los ntawm cov thawj coj zoo li EU Chips Act, kev sib xyaw ntawm TSMC thiab Intel raws li Apple cov koom tes txo cov kev pheej hmoo ntawm cov teeb meem hauv cheeb tsam cuam tshuam rau European lag luam.
Txhua yam qhia tau hais tias, yog tias qhov kev sib koom tes tshiab no tshwm sim, Apple thiab Intel yuav rov sau lawv txoj kev sib raug zoo hauv cov ntsiab lus sib txawv ntau dua li hauv lub sijhawm ntawm Macs nrog x86 processorsApple yuav tswj hwm tus qauv tsim thiab yuav faib cov khoom tsim tawm ntawm TSMC thiab Intel kom tau txais kev siv thev naus laus zis thiab kev nom kev tswv, thaum Intel yuav muaj lub sijhawm los ua pov thawj hauv kev coj ua tias nws txoj kev cog lus los ua lub ntiaj teb tseem ceeb hauv kev tsim khoom yog qhov tseeb. Rau cov neeg siv, tshwj xeeb tshaj yog nyob rau hauv kev lag luam xws li Spain thiab lwm cov teb chaws Europe, qhov tshwm sim yuav tsum tau txhais mus rau hauv ib tug ntau resilient Mac thiab iPad muab, yam tsis muaj kev txi rau theem ntawm kev ua tau zoo thiab kev ua tau zoo uas tau characterized Apple Silicon txij thaum pib.
Kuv yog ib tus neeg nyiam siv thev naus laus zis uas tau hloov nws txoj kev nyiam "geek" rau hauv txoj haujlwm. Kuv tau siv ntau tshaj 10 xyoo ntawm kuv lub neej siv cov cuab yeej siv thev naus laus zis thiab tinkering nrog txhua yam kev pab cuam tawm ntawm kev xav paub dawb huv. Tam sim no kuv tau tshwj xeeb hauv computer technology thiab video games. Qhov no yog vim ntau tshaj 5 xyoo kuv tau sau rau ntau lub vev xaib ntawm kev siv tshuab thiab kev ua si video, tsim cov ntawv uas nrhiav kom muab cov ntaub ntawv koj xav tau hauv hom lus uas txhua tus neeg nkag siab.
Yog tias koj muaj lus nug, kuv qhov kev paub yog los ntawm txhua yam ntsig txog Windows operating system nrog rau Android rau cov xov tooj ntawm tes. Thiab kuv txoj kev cog lus yog rau koj, Kuv ib txwm kam siv ob peb feeb thiab pab koj daws cov lus nug uas koj muaj nyob hauv lub ntiaj teb no hauv internet.