Apple's self-developed AI server chip Baltra exposed, directly sourcing Samsung glass substrates

MarsBitNews · 2026-04-08T05:25:52+00:00

Apple is deepening its in-house AI hardware development, having begun testing advanced glass substrates for its AI server chip codenamed "Baltra." Apple is advancing the Baltra AI chip, which is expected to use TSMC's 3-nanometer N3E process and adopt a chiplet architecture. To strengthen control over the entire supply chain, it is employing a "closed-off" development strategy similar to an isolated island, directly evaluating the procurement of glass substrates from Samsung Electro-Mechanics. (Cailian Press)

MarsBitNews

2026-04-08 05:25:52

Apple is further deepening its in-house AI hardware strategy and has already begun testing advanced glass substrates for an AI server chip codenamed “Baltra.” Apple is pushing forward with the AI chip Baltra, expected to use TSMC’s 3-nanometer N3E process and a chiplet-based architecture. To strengthen control over the entire supply chain, it is adopting a closed R&D strategy similar to an “island-style” approach, directly evaluating and purchasing glass substrates from Samsung Electro-Mechanics. (China Financial News)

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