Overview

• Apple has ordered M5 chips from TSMC, with mass production expected to begin in the second half of 2025.
• The M5 chips will feature enhanced ARM architecture and TSMC's 3nm process, improving performance and energy efficiency over the M4 series.
• Apple opted against using the 2nm process for cost reasons, instead adopting TSMC's advanced System on Integrated Chip (SoIC) technology for better thermal management and reduced electrical leakage.
• The first M5-equipped devices, including iPad Pro, MacBook Pro, and potentially Apple Vision Pro, are speculated to launch in late 2025 or early 2026.
• Apple plans to integrate M5 chips into its AI server infrastructure, potentially supporting advancements in AI-driven features like a new large language model for Siri.