Faster, Smarter iPhones And Macs Are Coming: Apple's Upcoming Chips Will Get Major AI Boost
Portfolio Pulse from Rounak Jain
Apple Inc. is set to enhance its next-generation chipsets, the M4 and A18, with improved Neural Engines for better AI efficiency in iOS 18. A supply chain report indicates a 50% increase in Apple's orders for 3nm processors from Taiwan Semiconductor Manufacturing Co Ltd., hinting at a significant investment in TSM operations. The M4 series and A18 processor are expected to power future iPhones and Macs, with the iPhone 16 featuring the A18 slated for a September release. The advancements in AI, including a supercharged Siri, are part of Apple's strategy to compete with tech giants like Alphabet Inc. and Microsoft Corp.
February 15, 2024 | 8:19 am
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POSITIVE IMPACT
Apple's upcoming M4 and A18 chips with enhanced AI capabilities and the anticipated release of the iPhone 16 could drive investor interest and potentially boost stock prices.
The introduction of advanced chipsets and the significant enhancements in AI capabilities, including a supercharged Siri, position Apple for competitive advantage in the tech market. This innovation could attract investor interest, driving up AAPL stock in the short term.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
The reported 50% increase in Apple's orders for 3nm processors indicates a significant investment in TSM operations, potentially boosting TSM's stock price in the short term.
The substantial increase in orders for 3nm processors from Apple could lead to increased revenue and profitability for TSM, reflecting positively on its stock price. This partnership underscores TSM's critical role in Apple's supply chain and its potential market impact.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90