根据摩根大通研究报告，苹果计划提前重金锁定台积电 1.4 纳米工艺的首批产能，预计 2028 年款 iPhone 将成为首批搭载该工艺 A 系列芯片的机型1。苹果此举被视为应对 AI 芯片竞争、规避产能紧张风险的关键举措1。
1.4 纳米工艺相比苹果上月发布的 2 纳米 A20 Pro 芯片能容纳更多晶体管1，1.4 纳米工艺有望为 iPhone 带来更强性能、更低功耗和更好散热表现1。当前，英伟达等 AI 芯片公司同样在争夺台积电最先进制程的产能1，苹果的提前布局反映出芯片产能竞争的激烈态势。
According to a Morgan Stanley research report, Apple has moved to lock in production capacity for Taiwan Semiconductor Manufacturing Company's 1.4-nanometer process ahead of schedule, with the 2028 iPhone lineup expected to become the first to feature A-series chips built on this advanced process 1. The company's decision represents a strategic response to intensifying competition in artificial intelligence chips and aims to mitigate risks from potential capacity constraints 1.
The transition from TSMC's current 2-nanometer to 1.4-nanometer process will enable Apple to pack more transistors onto its chips, delivering enhanced performance, reduced power consumption, and improved thermal management in future iPhones 1. Apple's investment arrives as competitors including NVIDIA continue to vie for priority access to TSMC's most cutting-edge fabrication capacity 1. Apple previously released the A20 Pro chip, which utilized 2-nanometer technology 1.
评论
还没有评论，欢迎留下第一条。