Silicon

Apple promotes hardware chief John Ternus to CEO, with Johny Srouji becoming Chief Hardware Engineer. This signals Apple’s continued focus on its in-house silicon strategy, enhancing hardware-software synergy for optimized device performance and AI capabilities. Srouji’s expanded role reinforces Apple’s commitment to custom chip development, reducing reliance on external suppliers and strengthening its integrated approach.

Google is reportedly partnering with Marvell Technology to design two new AI chips, marking a shift in its silicon strategy previously dominated by Broadcom. This move, potentially including a specialized memory processing unit, could reshape the AI chip landscape. Marvell’s stock has surged on the news, while Broadcom saw a dip. This development highlights the growing demand for custom AI accelerators and the critical role of firms like Marvell and Broadcom in their design and production.

Microsoft has launched its Maia 200 AI chip, a direct challenge to Nvidia and custom silicon from cloud rivals. This new chip aims to enhance AI infrastructure efficiency and control. It promises significant performance improvements and reduced energy consumption, with broader customer availability planned. The Maia 200 will power key Microsoft products and services, signaling a strategic move in the competitive AI hardware market.

Apple is reportedly developing seven new processors for mobile, wearable, and wireless devices, signaling a major push towards technological independence as the 2025 product launch season nears. The A19 series chipsets