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AI Wave Weakens Apple's Leverage Over TSMC
2 week ago /
Read about 0 minute
Author：小编
According to the latest report by semiconductor industry analysis firm SemiAnalysis, the advanced process foundry model of close cooperation between Apple and TSMC is undergoing structural changes due to the rapid development of artificial intelligence computing. Apple's influence in each new generation of TSMC's new processes is gradually diminishing. The report points out that the payers for the most cutting-edge processes and the leaders in capacity and technology roadmaps are shifting from an Apple-centric model to a new landscape jointly driven by multiple parties, including AI accelerator vendors.
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