Apple(US:AAPL) Feng Huang Wang·2025-06-19 01:59Group 1 - Apple aims to leverage generative AI to accelerate the design of custom chips, which are crucial for its devices [1] - The comments were made by Apple's hardware technology senior vice president, Johny Srouji, during a speech in Belgium while receiving an award from Imec, a semiconductor research organization [1] - Srouji reviewed Apple's journey in developing custom chips, starting from the A4 chip for the iPhone in 2010 to the latest chips used in Mac computers and Vision Pro headsets [1] Group 2 - A key lesson learned by Apple is the necessity of using advanced tools for chip design, including the latest chip design software from Electronic Design Automation (EDA) companies [2] - The EDA industry is dominated by two major players, Cadence and Synopsys, who are competing to integrate AI technology into their products [2] - Srouji emphasized that generative AI has significant potential to complete more design work in a shorter time, greatly enhancing productivity [2] Group 3 - Another critical lesson from Apple's experience in self-developed chips is the importance of commitment, as demonstrated when Apple transitioned its Mac computers from Intel chips to its own without any contingency plans [2] - The shift to Apple’s custom chips for Macs was described as a gamble, with no backup plans or dual-chip strategies, requiring substantial software adaptation efforts [2]