Apple is set on acquiring semiconductor chip firms as a strategic move to surmount the performance constraints encountered in its AI server chip R&D endeavors and diminish its dependence on NVIDIA's computing power infrastructure. Historically, Apple has exercised a degree of caution when it comes to mergers and acquisitions. Nevertheless, the subpar performance of its in-house M2 Ultra chip in managing extensive AI models has led to setbacks in the development of its forthcoming self-developed AI server chip. As a result, Apple has resorted to renting NVIDIA chip services from Google Cloud, marking a departure from its longstanding M&A practices (traditions).

In tandem with these developments, Apple has implemented significant changes in its senior management team and abandoned its 'net cash neutral' financial policy, thereby laying the groundwork and providing financial support for large-scale M&A activities. Apple's past success in the mobile chip arena, notably through the acquisition of PA Semi, has proven challenging to replicate in the realm of AI server chips.

Furthermore, Apple has devised a comprehensive roadmap to bolster its computing power capabilities. This includes accelerating the upgrade of its M5 Ultra server, with plans to unveil the M7 Ultra chip by 2029. Additionally, Apple has extended its partnership with Broadcom until 2031, aiming to foster deeper collaboration in the customized AI chip sector.