Apple is reportedly working with chip large Broadcom to develop a customized server processor to energy the AI companies and options constructed into its working methods.
In keeping with The Data, which cites three unnamed sources with data of the matter, the venture is codenamed “Baltra” and is predicted to enter manufacturing in 2026.
Past this, particulars are predictably fairly skinny. On the iGiant’s developer convention earlier this 12 months, Craig Federighi, SVP of software program engineering, declared that Apple Intelligence would run each on-device and in a personal cloud utilizing servers powered by Apple Silicon.
The concept that Apple is perhaps constructing customized chips for GenAI is not shocking. The iBiz has designed its personal Arm-based silicon for years. The concept that Broadcom is perhaps concerned on this course of should not come as a shock both as the 2 firms already work collectively on 5G componentry.
Broadcom is an enormous conglomerate that, amongst different issues, licenses mental property to be used in semiconductor designs – significantly within the subject of high-speed networking. As an illustration, again on the Sizzling Chips convention we checked out an optical interconnect chiplet designed to be packaged alongside GPUs and different accelerators to help bigger scale-up compute clusters.
Extra lately, Broadcom confirmed off its 3.5D packaging tech, which is designed to assist chipmakers scale past reticle limits – much like what Intel has achieved with its Ponte Vecchio (GPU Max) GPUs.
AMD used comparable methods AMD to construct its MI300X accelerators, which mix eight compute chiplets and vertically stack them on prime of 4 I/O dies which deal with reminiscence administration and chip-to-chip communication.
Boadcom’s 3.5D XDSiP demo chip seen right here appears surprisingly much like AMD’s MI300X, however is open to anybody to license – Click on to enlarge
Broadcom’s 3.5D eXtreme Dimension System in Bundle tech – 3.5D XDSiP for brief – is actually a blueprint that prospects can use to construct multi-die processors of their very own. Like AMD’s MI300X it stacks compute dies on prime of a logic die that interfaces with excessive bandwidth reminiscence (HBM), however breaks out different I/O performance right into a separate set of dies.
Broadcom’s method to interfacing compute dies interface with the remainder of the system logic is a bit of totally different. In keeping with Broadcom, earlier 3.5D packaging applied sciences have used face-to-back approaches, which require extra work to route via silicon vias (TSVs) which shuttle knowledge between the 2.
Broadcom’s design makes use of a face-to-face method, which permits for denser electrical interfaces between the chiplets utilizing hybrid copper bonding (HBC). We’re instructed this may enable for considerably larger die-to-die interconnect speeds and shorter sign routing.
The most important of those designs will help two 3D stacks, a pair of I/O chiplets, and as much as 12 HBM3 modules on a single bundle totaling greater than 6,000 mm² of silicon space. Broadcom expects the primary elements primarily based on these designs to enter manufacturing in 2026.
Coincidentally, that is the identical timeline that The Data studies Apple’s venture Baltra is aiming at.
It’s unclear if the 2 initiatives are associated. Nevertheless some Apple chip designs – the M2 Extremely as an example – already make use of multi-die architectures, so it isn’t a stretch to counsel some overlap.
We possible is not going to know far more about Baltra till it turns into actuality. Apple is notoriously tight-lipped about merchandise earlier than they’re formally introduced. And whereas Broadcom is at all times comfortable to debate its chip tech, it is extremely secretive about who’s really shopping for it. Apparently that record consists of some fairly large names – as an example, Google reportedly made intensive use of Broadcom IP in its Tensor Processing Models (TPUs). It isn’t a stretch to think about Apple benefiting from present applied sciences fairly than reinventing the wheel.
The Register sought remark from Broadcom and Apple. Unsurprisingly, neither had responded on the time of publication. ®
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