Apple and Broadcom’s collaboration on an AI server chip, internally codenamed “Baltra”, is expected to be manufactured by TSMC using the N3E process, the second-generation 3nm fabrication technology. Apple’s self-designed AI server chip is also likely to use Samsung Electro-Mechanics’ semiconductor glass substrate, with reports indicating that Samsung has already provided samples to Apple.
The Baltra AI server chip is expected to be first deployed in Apple’s security-focused cloud infrastructure, providing cloud computing services to reduce reliance on expensive NVIDIA GPUs, thereby lowering data center operating costs. [TechWeb, in Chinese]
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