@july

My guess is that earlier last year Broadcom and Apple had an agreement to develop RF chips for 5G, and that it is expands on their agreement. I think Baltra is still TSMC under the hood, so hedge their bets to do in house (since they have more expertise on the software side - they don't need / want NVIDIA, also NVIDIA is expensive) to work with suppliers like Broadcom. Makes sense, seems like the path they took towards A chips and M-chips, prob trying to do the same for server stuff.

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