Forbes India's daily tech news bulletin with five headlines that caught our attention
The AI chip, code-named Baltra, is expected to enter mass production by 2026 using Taiwan Semiconductor Manufacturing's advanced N3P process. This aligns Apple with other tech giants designing their own chips for AI services. Apple plans to use these chips to power AI features in its devices.
Broadcom’s stock rose 5 percent following the announcement, and the company benefits from cloud providers diversifying their supply chains. The custom chip market is forecast to grow to $45 billion by 2028, with Broadcom and Marvell emerging as key players.
Major players like TSMC, Samsung, and Intel are expanding their advanced node capacities, including 2nm chips. The semiconductor supply chain, spanning design, manufacturing, testing, and packaging, will see significant growth, particularly in Asia-Pacific.