苹果首款服务器芯片，更多细节曝光

Core Viewpoint - Apple is focusing on vertical integration by developing its own AI server chip, codenamed "Baltra," which is expected to debut in 2027 [2]. Group 1: Chip Development - Apple is collaborating with Broadcom to develop the "Baltra" AI server chip, which will utilize TSMC's 3nm "N3E" process, with design completion anticipated within the next 12 months [2]. - The deployment of these custom AI chips is expected to begin in 2027, following the delivery of Apple-manufactured servers starting in October 2025 [2]. Group 2: Purpose and Architecture - The primary use of the "Baltra" chip is projected to be for AI inference, which involves executing specific tasks based on previously trained models, rather than training large AI models [3]. - The architecture of inference chips differs fundamentally from training chips, focusing more on latency and throughput, and likely employing lower precision mathematical architectures such as INT8 [3]. Group 3: Expansion of Custom Chip Line - Apple's custom chip product line is expanding beyond the well-known A and M series chips, now including the self-developed C1 modem chip [3]. - There are plans to introduce a derivative product based on the S series chip for the upcoming AI smart glasses expected to launch next year [3].