On the evening of December 23, Ming-Chi Kuo, an Analyst from Tianfeng International Securities who has tracked the Apple Industry Chain for many years, published an article disclosing information related to Apple’s M5 series chips: the M5 series chips will adopt Taiwan Semiconductor's N3P process, which entered the prototype stage months ago. It is expected that M5, M5 Pro/Max, and M5 Ultra will begin mass production in the first half of 2025, the second half of 2025, and 2026 respectively. M5 Pro, Max, and Ultra will use Server-grade chip SoIC packaging. The infrastructure construction for Apple’s PCC will accelerate after the mass production of the high-end M5 chips, as they are more suitable for AI inference.
郭明錤:苹果M5系列芯片将采用台积电N3P制程,数月前已进入原型阶段
Ming-Chi Kuo: Apple's M5 series chips will use Taiwan Semiconductor's N3P process, which entered the prototype stage several months ago.
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