Alibaba og Apple producerer egne, avancerede chips

Saxo Bank skriver om Alibaba og Apple, der har taget to store skridt hen mod at blive chip-producenter – vel at mærke af den mest avancerede type. Alibaba har i samarbejde med firmaet Arm, der ejes af japanske Softbank, udviklet en chip til sine servere, og der bruges den mest avancerede 5 nanometer proces, som kun det taiwanske firma TSMC kan producere. Det er et afgørende skridt hen imod at gøre Kina selvforsynende med de mest avancerede chips. Desuden har Apple meddelt, at selskabet vil bruge egen-udviklede chips i de mest avancerede laptops.

Uddrag fra Saxo Bank:

Alibaba unveils new server chip – that is based on technology from Softbank-owned Arm and marks an important milestone in China’s aim for self-sufficiency in semiconductors. The chip will reportedly be manufactured using the most advanced 5 nanometer process that arguably  only Taiwan’s TSMC can produce.

Apple unveils new MacBook Pros that are based on own chips – this is the first time the company is using its own chips in higher end laptops after using its own M1 chips only in lower end laptops previously. Apple reports Q3 earnings next Thursday.