Apple developing specialized chips for new Macs, AI servers, and smart glasses

Apple’s silicon design team is developing advanced chips to power upcoming devices, including its debut smart glasses, enhanced Macs, and AI servers.
Mark Gurman for Bloomberg News:
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The company has made progress on the chip that it’s developing for smart glasses, according to people with knowledge of the matter. The move indicates that Apple is ramping up work on such a device, which would compete with the popular Ray-Ban spectacles offered by Meta Platforms Inc… Other semiconductors in development will enable future Macs as well as AI servers that can power the Apple Intelligence platform, said the people, who asked not to be identified because the plans are private.
The company aims to begin mass production of the processor by the end of next year or in 2027, indicating that the glasses — if successful — are likely to come to market in roughly the next two years. As with Apple’s other major chips, partner Taiwan Semiconductor Manufacturing Co. will handle production…
Beyond the semiconductors for smaller devices, Apple is working on several new Mac chips, including processors that will likely be known as the M6 (Komodo) and M7 (Borneo). There’s also another, more advanced Mac chip in development dubbed Sotra. The company is planning to bring the M5 processor to the iPad Pro and MacBook Pro as early as the end of this year…
The AI server chips, meanwhile, would be the company’s first processors expressly made for that purpose. They will help process Apple Intelligence requests remotely and feed information to consumers’ devices. Today, Apple manages this task with the same chips it puts in high-end Macs, including the M2 Ultra. The Information reported that the AI server project would use a component developed with Broadcom Inc.
The project, dubbed Baltra, is planned to be completed by 2027. As part of the effort, Apple is considering different types of chips, including ones that have double, quadruple or eight times the number of main processing and graphics cores as today’s M3 Ultra.

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MacDailyNews Take: Custom chip design is Apple’s brightest spot.

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