Apple will reportedly utilize advanced SoIC packaging technology for its M5 chips. This dual-purpose strategy aims to meet Apple’s growing need for silicon, powering consumer Macs and enhancing the performance of its data centers and future AI tools reliant on cloud technology. The Apple M5 chip represents a significant leap forward in Apple’s technology roadmap, promising to deliver unprecedented performance and efficiency.
SoIC Technology: A Leap Forward
Initially introduced by TSMC in 2018, System on Integrated Chip (SoIC) technology stacks chips in a three-dimensional arrangement. Consequently, this innovative design enhances electrical performance and thermal management, surpassing the capabilities of conventional two-dimensional chip layouts. By leveraging SoIC technology, Apple aims to create more powerful and efficient chips. It will benefit both consumer devices and enterprise-level applications.
Next-Gen Hybrid Packaging Collaboration
According to the Economic Daily, Apple has deepened its partnership with TSMC to develop a cutting-edge hybrid SoIC package. This new package incorporates thermoplastic carbon fiber composite molding technology. Currently, it is undergoing small-scale trial production. Apple plans to begin mass production of these advanced chips in 2025 and 2026, targeting their use in new Macs and AI cloud servers. The collaboration between Apple and TSMC highlights the importance of strategic partnerships in advancing semiconductor technology and meeting future computing needs.
Anticipated Apple M5 Chip Development
References to what are believed to be Apple’s M5 chip have surfaced in official Apple code. Meanwhile, Apple has been developing processors for its AI servers using TSMC’s 3nm process, with plans to start mass production by late 2025. However, Haitong analyst Jeff Pu notes that Apple’s AI servers will likely use its M4 chip in the latter part of 2025. This transition period will allow Apple to refine its M5 technology and ensure a smooth deployment across its product lineup.
Currently, Apple’s AI cloud servers operate with multiple connected M2 Ultra chips, originally designed for desktop Macs. Adopting the M5 chip, with its advanced dual-use design, signifies Apple’s efforts to future-proof its supply chain. It’s ensuring seamless integration of AI functionality across computers, cloud servers, and software. As the demand for AI and machine learning applications continues to grow, the Apple M5 chip will play a crucial role in supporting these advanced technologies and maintaining Apple’s competitive edge in the market.
