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According to the latest news, industry insiders have stated that Apple has reserved the first batch of production capacity for the cutting-edge A16 chip from TSMC, and OpenAI has also reserved the chip from TSMC through its chip design companies Broadcom and Marvel. It is reported that the A16 chip is the most advanced process node that TSMC has revealed so far, and it is also the first step for TSMC to enter the EMI process. It is scheduled for mass production in the second half of 2026. At the same time, there is also positive data coming from the global chip market. The latest data released by South Korean customs shows that in August this year, South Korea's export growth rate recovered to double digits, with chip exports reaching 11.9 billion US dollars (about 84.8 billion yuan), a year-on-year increase of 38.8%, maintaining growth for 10 consecutive months and setting a new high for the same period in previous years.
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米哈伊尔叔叔 新手上路
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