Technology

One of the biggest advances in this year’s iPhones are the new Apple-made chips

Published

2 years ago

September 12, 2023

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Apple iPhone Pro A17 Pro chip.

Source: Apple Inc.

Apple today unveiled the new iPhone 15 to plenty of fanfare. But there’s also a big upgrade to the processor inside the 15 Pro and 15 Pro Max.

The new A17 Pro chip, designed by Apple, will have a six-core central processing unit and a six-core graphics processing unit. That’s one more GPU core than the A16 processor, which was found in last year’s iPhone 14 Pro and 14 Pro Max, and this year’s lower end iPhone 15 and 15 Plus.

The additional GPU core will enhance graphics performance, allowing new gaming capabilities such as ray tracing. The rendering technique allows for more realistic lighting of a scene for elements like reflections and shadows.

“They spent a lot of time emphasizing the GPU and that’s very telling,” said Ben Bajarin, CEO and principal analyst of Creative Strategies. “Camera, chip, GPU, visual experience, gaming: This is the next platform that takes iPhone the next four to five years.”

The enhanced graphics have led some game makers to create iPhone-native versions of their popular titles for the first time. Ubisoft‘s upcoming Assassin’s Creed Mirage and Capcom‘s Resident Evil 4 Remake are both set to come to the iPhone 15 Pro in the next year.

Apple’s latest processors are also its first chips to be made with 3-nanometer technology. As the most advanced semiconductor node currently available, it’s a likely culprit for the new generation’s price jump.

Advanced chips at this level are almost entirely made by Taiwan Semiconductor Manufacturing Co., or TSMC, and Apple is its largest customer. This has been a cause for concern amid growing concerns about China invading Taiwan.

Apple announces iPhone 15 lineup and Series 9 Watch at September product launch event

TSMC is now building a massive $40 billion new chip manufacturing plant in Arizona, although those plans have hit delays due to a shortage of skilled semiconductor labor in the U.S. Asian-made chips were also hit hard during the yearslong chip shortage that led to slowdown in production for everything from smartphones to cars.

“It’s tough because of supply constraints of 3-nanometer. It’s going to be hard to get increased capacity as demand goes up,” Bajarin said. “They’ve got enough for the Pro and ProMax for a few months.”

Bajarin said the platform shift to 3-nanometer chips is a “big step” that Apple will use to put itself into a competitive space with desktop processors like those made by Intel.

The new Apple Watch Series 9 also features new Apple silicon, in the form of a new chip Apple calls the S9 System in Package, or SiP. The tech giant is calling this its “most powerful watch chip yet.”

The S9 enables new features like a double-tap gesture for answering and ending calls without touching the watch, and on-device Siri, to allow private logging of health data off the cloud.

Technology

3 takeaways from Intel earnings: Cash flow, foundry progress and hardware surprise

Published

3 hours ago

October 24, 2025

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3 takeaways from Intel earnings: Cash flow, foundry progress and hardware surprise

Wall Street remains skeptical on Intel despite its return to profitability

Intel snapped a losing streak of six straight quarterly losses and returned to profitability in the third quarter.

In its first earnings report since the Trump administration acquired a 10% stake in the company, the U.S. chipmaker posted strong revenue, noting robust demand for chips that it expects to continue into 2026.

Client computing revenue, which includes chips for PCs and laptops, grew 5% year over year, benefiting from PC market stabilization and artificial intelligence PC prospects.

CEO Lip-Bu Tan said in a call with analysts Thursday that artificial intelligence “is a strong foundation for sustainable long-term growth as we execute.”

The chip strength and demand were bright spots, but there were areas of concern as well, with the company’s foundry business still needing a big break.

Here are three takeaways from the chipmaker’s Q3 report:

Cash flow

“We significantly improved our cash position and liquidity in Q3, a key focus for me since becoming CEO in March,” Tan said on a call with analysts Thursday.

Intel landed an $8.9 billion investment from the U.S. government in August, along with $2 billion from Softbank, but has not yet received the $5 billion tied to a deal with Nvidia. The company expects that deal to close by the end of Q4.

With all of those transactions completed, plus the Altera sale, Intel will have $35 billion in cash on hand, CFO David Zinser told CNBC.

The U.S. government is the company’s biggest shareholder, and Intel stock is up more than 50% since Aug. 22, when Commerce Secretary Howard Lutnick announced the deal.

“Like any shareholder, we have to keep in touch with them,” Zinser said of the U.S. stake. “We don’t tell them how the numbers are going before the quarter. We generally talk to them like Fidelity,” another Intel shareholder.

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Intel 3-month stock chart.

Foundry

The firm’s foundry remains a work in progress.

Revenue fell 2% over the year before, and it has yet to land a major customer.

Intel now has two fabs running 18A nodes, which are designed for AI and high-performance computing applications.

“We are making steady progress on Intel 18A,” Tan said of its latest chip technology. “We are on track to bring Panther Lake to market this year.”

Zinser said the more advanced 14A nodes won’t be put in supply until the company has “real firm demand.”

Old stuff still selling

Zinser said the company’s older chipmaking processes, or nodes, have continued to do well, “and that was probably the part that was more unexpected.”

Zinser said the chipmaker met some of the central processing unit (CPU) demand with inventory on hand, but they will be behind in Q1, “probably Q2 and maybe in Q3.”

The supply crunch has been with older Intel 10 and 7 manufacturing technologies.

Many customers are opting for less advanced hardware to refresh their operating systems, demonstrating enterprises aren’t waiting for cutting-edge chips when proven technology gets the job done.