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Open original source ↗In 2026, Apple's new Houston, USA factory will begin producing AI servers powered by the high-end M5 processor.
Apple announced on Feb 24, 2025, that it will invest over $500 billion in the U.S. over the next four years, including opening a Houston factory in 2026 to build AI servers for Apple Intelligence Private Cloud Compute (PCC).
In my earlier Apple M5 predictions, I wrote, "Apple's PCC infrastructure build-out will accelerate after the mass production of the high-end M5 chips." The mass production of the high-end M5 chip is slated for 2H25-2026, aligning with Apple's timeline for expanding AI server capacity.
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Apple M5 series chip 1. The M5 series chips will adopt TSMC’s advanced N3P node, which entered the prototype phase a few months ago. M5, M5 Pro/Max, and M5 Ultra mass production is expected in 1H25, 2H25, and 2026, respectively. 2. The M5 Pro, Max, and Ultra will utilize server-grade SoIC packaging. Apple will use 2.5D packaging called SoIC-mH (molding horizontal) to improve production yields and thermal performance, featuring separate CPU and GPU designs. 3. Apple’s PCC infrastructure build-out will accelerate after the mass production of the high-end M5 chips, better suited for AI inferencing.
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