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Insiders Cast Doubt on Finalization of Apple M4 Ultra Chip, Cite Production & Cost Challenges

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Apple's recent unveiling of refreshed Mac Studio models—in "mismatched" M3 Ultra and M4 Max forms—was greeted with a lukewarm reception from press and public. The absence of an M4 Ultra option has disappointed many folks within the high-end Mac buying populace—rumors of a delayed development of Apple's "Mac Studio M4 Ultra model" emerged online last October. The M3 Ultra processor serves as a somewhat dissatisfying stopgap—prior to last week's official announcement, insiders were still actively questioning the existence of said chip. Last week, Apple representatives reportedly informed Ars Technica and Numerama about their "Ultra" tier not reaching "every chip generation." Follow-up articles have suggested that the M4 Max chip design does not feature an UltraFusion connector; thus cutting off a main path to potential M4 Ultra routes.

Based on previous-gen history, Mac-specialist news sites propose the upcoming M3 Ultra chipset being—in effect—the result of two M3 Max chips joined together via Apple's UltraFusion connection system. Further speculation points to the company's engineering department having to start with a blank canvas; involving a speculative monolithic die design. Noted Apple leaker—Mark Gurman—has disclosed additional theories via his paywalled Bloomberg "Power On" newsletter. As interpreted by MacRumors: "Apple is reluctant to develop an M4 Ultra chip from scratch due to production challenges, costs, and the relatively small sales volume of its desktop computers, like the Mac Studio. So, that seems to rule out the only other way in which Apple could have released an M4 Ultra chip." Several media outlets posit that Apple will skip a generation, and instead focus on getting UltraFusion connections working with next-gen "M5" processors. A refreshed Mac Pro lineup is reportedly on the cards; mid-January reports linked the next-gen workstation series to a very powerful "Hidra" chip design.



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