Izvo zvisiri kare kare zvinogona kunge zvakanzwika senge ngano yesainzi iri kutanga kuita senge mamiriro chaiwo chaiwo: Intel ichave iripo zvakare muMacs uye iPadsAsi kwete sezvataiziva kusvika zvino. Panzvimbo pekutengesa yayo yega x86 processors kuApple, yaizotora basa rekugadzira chikamu cheiyo Apple Silicon machipisi akagadzirwa muCupertino.
Maererano nemishumo yakasiyana-siyana yekugovera, inotungamirirwa nemuongorori Ming-Chi KuoApple inonzi yakapa mwenje wegirini kuhurongwa hwekuita komisheni Intel kuti igadzire iyo yekupinda-level Apple Silicon processors yakagadzirirwa ramangwana MacBook Air uye iPad Pro Kutanga muhafu yechipiri yemakore gumi aya. Kufamba uku kunopindirana nehurongwa hweApple hwekusiyanisa vatengesi vayo uye kudiwa kweIntel kumutsiridza bhizinesi rayo rekutanga rekutanga.
Kubva pamuchato wex86 kusvika pakusanganazve semugadziri wekugadzira
Kweanopfuura makore gumi, Macs aivimba zvachose neIntel processors zvichienderana ne x86 architectureKusvika 2020, Apple payakapedza shanduko kuenda kuApple Silicon ine yayo Arm-yakagadzirwa macores. Izvo zvaiita kunge zvakavhara chaizvo nguva yeIntel mumakomputa emhando, asi kubuda kwazvino kunoratidza zvimwe. kudzoka nemabasa akasiyana kwazvo.
Chinokosha chekuchinja ndechekuti Intel haigadzirise chero chinhuZvese zvivakwa, SoC dhizaini, uye optimization yeMacOS uye iPadOS icharamba iri mumaoko eApple, iyo inochengetedza yayo Apple Silicon mutsetse wakavakirwa paArm. Intel ichaita chete semutengesi. foundrymune basa rakafanana neiyo TSMC inotamba nhasi: kupa mafekitori, ekucheka-kumucheto ekugadzira maitiro uye kugona kwekugadzira, pasina kupindira mune zvehunyanzvi sarudzo dzechip.
Kuchinja uku kunoreva kuti, mumakore mashoma, tichaona zvakare MacBook Air uye iPad Pro ine processors inogadzirwa muIntel zvidyarwaAsi ivo vachave vachiri vechokwadi Apple Silicon. Iko hakuzovi nekudzoka kux86 kana mamiriro ekare ekushandiswa kwesimba kwakanyanya uye kunetsa tembiricha: anozove madhizaini eApple anogadzirwa neIntel's most advanced lithography.
Iko kushanduka kunonyanya kukosha mumisika yakadai se Spain uye nedzimwe nyika dzeEuropeuko MacBook Air uye inyanzvi-giredhi iPads yakazvimisikidza semidziyo ine mukurumbira mudzimba, dzidzo, uye zvikamu zvehunyanzvi. Apple kusimbaradza kwayo chip kugadzira network inogona kuve nemhedzisiro kune a kugadzikana kukuru kwemari uye kushomeka kwemitengo munzvimbo idzi.
Mukufanana, kusiyanisa kugadzira kune akati wandei mavambo kunobatsira Apple kuderedza kuratidzwa kwako kune zviitiko mune imwe nyika kana chirimwa, chimwe chinhu icho tekinoroji indasitiri inonyatsoziva mushure meiyo semiconductor yekugovera matambudziko emakore achangopfuura.
Ndeapi machipisi achagadzirwa neIntel uye ibasa ripi richachengetwa neTSMC?
Mishumo kubva kuMing-Chi Kuo uye mamwe masosi anobvumirana kuti mubatanidzwa uchatarisa iyo yekupinda-level shanduro dzemangwana M6 kana M7 mhuriNdokureva, iwo akasiyana-siyana eaya maSoCs, akagadzirirwa akakwira-vhoriyamu masisitimu akadai MacBook Air, mamwe maPad Pro modhi, uye kunyange mamwe epasi-ekupedzisira iPad Air kana desktop modhi.
Muchirongwa ichi, Iwo akanyanya simba renji - Pro, Max uye Ultra- acharamba ari mumaoko eTSMCIyo yekutanga yeTaiwanese inochengetedza kugadzirwa kweakanyanya kuomarara uye kuita-inoda machipisi, akadai seayo akagadzirirwa MacBook Pro, Mac Studio, Mac Pro uye, hongu, iyo A-yakatevedzana SoCs ye iPhone.
Urongwa hahusi hwekutsiva TSMC, asi ku Govera mutoro webasa zvinoenderana nemhando yechip, mutengo, uye zvekutanga kuitaIntel yaizotora yakajairwa M-Series, uko chiyero pakati pekushanda zvakanaka, mutengo uye kugona kwekugadzira kunorema kupfuura kudzvanya imwe neimwe yakawedzera poindi yekuita kwakanyanya; TSMC yaizoramba yakatarisana nepamusoro-magumo madhizaini.
Kumwe kufanotaura kunotoratidza izvozvo iyo yakazara vhoriyamu yepasi-yekupedzisira M-chips inogona kuderedzwa Nezve zvizvarwa zvazvino, kana Apple ikafunga kuvhura MacBook yakavakirwa pa iPhone-yakatorwa SoC kutanga muna 2026, kupatsanura kugadzirwa pakati peTSMC neIntel kunobvumira Apple kuti iedze nekumisikidza kwakasiyana pasina kuisa kunetsa kwakanyanya pane chero fekitori.
Kune TSMC, maitiro akananga angave mashoma: ichachengetedza huwandu hwemaodha eApple epamusoro machipisi Uye icharamba iri mubatsiri wepakati wemusika wepamusoro. Nekudaro, kupinda kwaIntel kunosuma chinhu chinokwikwidza chinogona kusundidzira zvese zvakatanga kukwenenzvera mitengo, nguva, uye innovation mitengo.
Intel 18A uye 18A-P: iyo 2nm node iyo Apple ichashandisa
Chimwe chezvinhu zvinonyanya kushamisa zvechibvumirano ndiyo yakasarudzwa yekugadzira teknolojia. Maererano naKuo, Intel ichagadzira machipisi eApple ichishandisa yayo yepamusoro node, iyo Intel 18A uye yayo 18A-P musiyano., yakaenzana nemaitiro ekutenderera 2 nanometerNdiyo yakafanana lithography iyo kambani ichashandisa mune inotevera Panther Lake mhuri uye zvizvarwa zvinotevera zveCore Ultra processors.
Kuti ikwanise kugadzira pane node iyi, Apple ingadai yakatosaina zvakavanzika zvibvumirano (NDAs) neIntel izvo zvinomupa mukana kune ekutanga vhezheni yegadziriro yekuvandudza kit, inozivikanwa kwazvo Process Design Kit kana PDK. Kunyanya, PDK 18A-P 0.9.1GA inotaurwa, iyo Apple ingadai yakashandisa kugadzira. Kuita, kushandiswa, uye nzvimbo (PPA) simulations zvinozadzisa zvavanotarisira.
Iyo nzira inofungidzira izvozvo PDK shanduro 1.0 uye 1.1 ye18A-P ichasvika muchikamu chekutanga cha2026.Izvi zvinodzokororwa ndizvo zvinowanzo ratidza danho rakananga kune anenge ekupedzisira madhizaini, nekubatanidza maraibhurari akakura, mamwe chaiwo emagetsi modhi uye yakasanganiswa dhizaini mitemo, ichibvumira mainjiniya seaya eApple kupedzisa iwo ekupedzisira maSoCs avo.
Maindasitiri anofungidzira vhoriyamu inogona kuve pakati pe15 uye 20 miriyoni M chips pagore inogadzirwa neIntel yeApple kamwe kugadzirwa pa18A/18A-P kwakazara kumusoro. Chikero ichi chingave chakakwana kuvhara chikamu chakakosha zvikuru chekudiwa kwepakati-renji uye yekupinda-level laptops uye mahwendefa.
Kupfuura nhamba, rega Intel ibate kugadzirwa mavhoriyamu makuru echitatu-bato akagadzirwa Arm chips Izvi zvinomiririra shanduko yakakosha kukambani yakambobatanidzwa nex86. Idanho rakajeka rakananga kune yakavhurika foundry modhi, uko bhizinesi rayo risisatenderere chete kutenderedza processors.
Nguva: Kubva pane yazvino M3 kusvika kune inogoneka M6 uye M7 yakagadzirwa neIntel
Kuti uone nguva yakatarwa, zvinobatsira kutarisa iyo Apple Silicon kuburitswa hurongwa. Iyo M3 yakavambwa muna Gumiguru 2023, Iyo M4 yakasvika muna Chivabvu 2024 uye zvose zvinoratidza izvozvo iye M5 Ichavhurwa kutenderera 2025. Kana Apple ikaramba ichimhanya, zvingave zvine musoro kuona. M6 muna 2026 uye a M7 pakati pekupera kwa2027 uye kutanga kwa2028.
Ndizvo chaizvo mukati menguva ino kuti basa reIntel rinopindirana. Ming-Chi Kuo anopokana kuti. Iwo ekutanga Apple Silicon mayuniti anogadzirwa paIntel's zvidyarwa anogona kubva pamutsetse wekugadzira kutanga muchikamu chechipiri che2027.chero pasina kunonoka kwakakosha mukuvandudzwa kweiyo 18A/18A-P node kana Apple yemukati dhizaini nguva.
Iyi nguva yakatarwa yaizobvumira kambani yeCupertino wiriranisa kusvika kwemachipi matsva nemagadzirirwo awo ekuvandudza yeMac uye iPad. Mumusika weEurope, izvo zvinogona kududzira ku MacBook Air uye mamwe ma iPads akaburitswa kubva mukupera kwa2027 zvichienda mberi Ivo vanosanganisira yekupinda-level M processors akagadzirwa neApple asi anogadzirwa neIntel, pamwe mumafekitori ari muUnited States, seFab 52 muArizona.
Zvichakadaro, vamwe vaongorori vari kufunga nezve mukana wekuti Apple ichaunza MacBook modhi ine chip yakabva ku iPhone kutanga muna 2026Kufamba uku kwaizoderedza kudzvanywa pane yakakosha M renji, kutsanangura kugoneka kuderera muhuwandu hwemirairo yeiyo yekupinda-level M renji, uye kusimbisa pfungwa yekushandisa Intel kutora chimwe chezvinodiwa.
Kunyangwe pasina kambani yakasimbisa zvirongwa izvi pachena, kurongeka pakati peIntel's 18A-P nguva uye Apple Silicon's roadmap Inonyatsoenderana nemamiriro akatsanangurwa naKuo nemamwe manzwi muketani yekugovera.
Nei Apple ichida mutengesi wechipiri kunze kweTSMC
Kusvika ikozvino, TSMC yanga iri yega inogadzira machipisi eAppleKubva kuA nhevedzano ye iPhone kusvika kuM yakatevedzana yeMac uye iPad, hukama hwepedyo uhwu hwakaburitsa mhedzisiro yakanaka, asi zvakare inoisa mutoro wakawandisa pamutambi mumwechete muchikamu chakafumurwa kusawirirana kwegeopolitical uye mabhodhoro.
Kubatanidza Intel seimwe nzira yakawanikwa inobvumira Apple diversify your semiconductor supply chain pasina kusiya ruzivo rweTSMC uye hunyanzvi hwehunyanzvi. Pfungwa yacho haisi yekuputsa nekambani yeTaiwanese, asi kupatsanura basa zvichienderana nerudzi rwechip, kuomarara kwedhizaini, uye zvinokosheswa zvechigadzirwa chimwe nechimwe.
Mukuita, iyi nzira yakasanganiswa inobatsira ku kuderedza kuvimba pane imwe pfungwa yekukundikana muchikamu chakakosha se processor. Mumamiriro ezvinhu enjodzi — kungave nekuda kwekunetsana kwekutengeserana, njodzi dzinongoitika dzoga, kana kusagadzikana kwedunhu — kuve nehunyanzvi hwekugadzira munzvimbo dzakasiyana-siyana inova mukana wepamusoro-soro.
Kubva pamaonero emushandisi muSpain kana chero nyika yeEurope, zvese izvi zvinoshandura kuita chimwe chinhu chinobatika: njodzi shoma yekushaikwa kwemari uye kugadzikana kwechigadzirwakunyanya panguva dzemishandirapamwe yekuda zvakanyanya senge "kudzokera kuchikoro", Kisimusi kana Black Friday, uko kuwanikwa kweMacBook uye iPad kunowanzo kunetsa.
Uyezve, kuva nevabatsiri vaviri vane maitiro epamberi kunosimbisa nzvimbo yeApple yekutaurirana. Izvo zvinoramba zvichionekwa kana uku kumanikidzwa kwemakwikwi kucharatidzwa mu... mitengo inonzwisisika, kana kunzvenga kuwedzera kwakapinza zvakabatana nekushomeka kwemachipisi, sezvatoitika mune mamwe masekete.
Zvinowanikwa neIntel: kuwedzera kune yayo yekutanga bhizinesi uye shanduko yebasa
Kune Intel, kuita kuti Apple iite kuti iite chikamu chekugadzirwa kweiyo M chips zvinopfuura kungowedzera mutengi: inomiririra. kutsigirwa kukuru kweIntel Foundry Services, kupatsanurwa kwainovavarira kukwikwidza musoro-kune-musoro neTSMC uye Samsung mumanodhi anotungamira.
Mumakore achangopfuura, kambani yeSanta Clara yakave nematambudziko kuchengeta nhanho mukutungamirira maitirokuunganidza kunonoka zvichienzaniswa nevakwikwidzi vayo vekuAsia. Kusvika pakubvumirana kwehukuru uhu kungareva kuratidza kuti yayo Iyo Intel 18A/18A-P 2nm node inorarama zvinoenderana nezvinodiwa nemutengi sekuda seApple..
Kune zvakare chikamu chine simba kwazvo chekufananidzira: gadzira mahombe eApple Silicon machipisi akavakirwa paArm Izvi zvinoisa Intel munharaunda yaive ingangoita yekunze kwairi kusvika nguva pfupi yadarika. Kunyangwe dhizaini isiri yavo, kushanda senzvimbo yekuvakisa kunze kwex86 inosimbisa zano ravo rekusiyanisa uye chishuwo chavo chekuve mutengesi anotungamira kune vechitatu mapato.
Kana kubatana kukashanda zvakanaka, zvingangodaro mamwe makambani ari muchikamu anotanga kutora Intel zvakanyanya nokuda kwemagadzirirwo ayo ari kuuya epamusoro. Makambani akaita seNvidia, AMD, kana vamwe vanogadzira chip dhizaini-kusanganisira mapurojekiti eEurope-vaigona kuona chibvumirano neApple sehumbowo hwakajeka hwekugona kweIntel kubata kugadzirwa kwakaomarara pakucheka-kumucheto node.
Panyaya yemufananidzo, kubva pakuva mutengesi uyo Apple akamisa parutivi muna 2020 kusvika pakuve imwe yembiru dzekugadzirwa kwezvizvarwa zvavo zvemangwana zvema processor Izvi zvinomiririra shanduko huru murondedzero yakatenderedza Intel muindasitiri.
Chibvumirano nezvematongerwo enyika uye geostrategic zvinoreva
Pamusoro pezvinhu zvehunyanzvi, chibvumirano chinogona kuitika pakati peApple neIntel chine humbowo hwakajeka hwezvematongerwo enyika. United States yanga ichisimudzira kugadzirwa kwemasemiconductors epamberi mukati menzvimbo yayo kwemakore., inotsigira mafekitori matsva nemari yeruzhinji uye mitero yekukurudzira mapurojekiti nemakambani akaita seIntel.
Kune Apple, kushandura chikamu chakakosha chekugadzirwa kwayo kweM-chip kune zvidyarwa zveUS zvinobvumira enderana neWashington tekinoroji reindustrialization agendaIyo kambani inogona kuratidza danho iri sekuzvipira ku "Made in USA," gakava rinowana mapoinzi neakasiyana manejimendi.
Ichi chinhu chinorema zvakanyanya mumamiriro ezvinhu apo Apple iri pasi payo kugara uchiongorora uye kuongorora zvematongerwo enyikaKukwanisa kutaura kuti chikamu chakakosha che Hardware muzvigadzirwa zvavo chinogadzirwa paivhu reUS zvinovapa imwe nhanho mumakakatanwa nezve mutemo, mutero, kana zvingangove zvirambidzo zvekutengeserana.
Panguva ino, Europe iri kuyedza kusimbisa yayo yega semiconductor indasitiri kuburikidza nezvirongwa zvakaita seEuropean Chips Act. Icho chokwadi chekuti 2nm maitiro anoramba achinyanya kunyura muUnited States neAsia inoratidza dambudziko rinotarisana neEU mukukwezva mafekitori ekucheka-kumucheto.
Muchirevo chechinyorwa ichi, kuti machipisi anopera mukati me MacBook Air kana iPad Pro inotengeswa kuSpain Icho chokwadi chekuti vanogona kusiya Intel chirimwa muArizona chinoratidza kuti kusvika kupi Iyo yeEurope yevatengi zvemagetsi kukosha cheni zvinoenderana nesarudzo dzemaindasitiri dzakaitwa kune mamwe makondinendi..
Mhedzisiro kune vashandisi muSpain uye neEurope yese
Kubva pamaonero emushandisi muSpain, zvese izvi zvigadziriso zvinogona kunzwika kure, asi Iine mhedzisiro chaiyo yechiitiko chekutenga.Kuwanikwa kwemamodheru akaita seMacBook Air kana iPad Pro muzvitoro zvikuru, vagovanisi vane mvumo uye zvitoro zvepamhepo zvakabatana zvakananga neApple kuve neyakagadzika dhizaini yema processor.
Kana Intel ichikwanisa kupa pasina matambudziko iyo yekupinda-level uye yepakati-renji M chipsZvinonyanya kuitika kuti zvitsva zvinoburitswa zvichasvika zvine stock yakakwana uye kuti rurefu rwakamirira runyorwa panguva dzakakosha runopera. Mumayunivhesiti, makambani, uye veruzhinji manejimendi muEurope, kugadzikana uku kunogona kuita mutsauko wese pakuronga kukwidziridzwa kwemidziyo.
Mutengo chimwe chikamu chekutarisa. Kuchiri kukurumidza kuziva kana Kugadzira mamwe machipi neIntel kunozodzikisa mutengo wemayuniti eApple.Nekudaro, kuve nevadyidzani vaviri vane maitiro epamberi kunofanirwa kusimbisa simba rayo rekutaurirana. Mhedzisiro yekupedzisira pamutengo wekutengesa ichaenderana nekuti Apple inosarudza kubata sei miganho uye nemamiriro ehupfumi muEurope mumakore anotevera.
Zvinoita sezvisingaite kutarisira kuderera kwemutengo wakakura nekungochinja mafekitori, kunyangwe zvine musoro kufunga kuti zano iri rinogona kubatsira. kuti udzivise kuwedzera kwemutengo kunokonzerwa nekushomeka kwesemiconductorIzvi zvakatoonekwa mune mamwe matunhu apo kugadzirwa kwacho kwatadza kuenderana nezvinodiwa.
Chero zvazvingava, kushandiswa kwemanodhi akadai seIntel 18A uye 18A-P kunovimbisa izvozvo Vashandisi veEurope vacharamba vachiwana maturusi ane budiriro inocherekedza mukuita uye kushanda nesimba.Pasinei nekuti iyo silicon yakabva kune TSMC wafer kana Intel chirimwa, chero Apple ichichengeta yakajairika nhanho yekuomarara.
Zvese zvinonongedza kuchibvumirano chakarongwa nacho Intel ichagadzira mamwe emangwana Apple Silicon machipi eMacBook Air uye iPad Pro kutanga muna 2027. inogona kugadziridza zvine hungwaru mepu yepasi rose yekugadzira semiconductor: Apple yaizowana nzvimbo yekufambisa uye chengetedzo mucheni yayo yekugovera, Intel yaizosimbisa kuzvipira kwayo mukutanga kutungamira node, uye TSMC yaizochengeta basa rayo mumhando yepamusoro, nepo vashandisi muSpain neEurope yese vaizoona pamusoro pezvese zvinofanofungidzira kupihwa kweMacs uye iPads, iine kushomeka kwemasheya uye kushanduka kwemitengo kushoma nekunetsekana kwekugadzira.
