Apple Unveils First 2nm Chip M6

This matters less as a device story than as a signal about 2nm manufacturing reaching commercial scale, since Apple typically anchors the leading edge of foundry demand. The read-through lands on the fabrication supply chain and any chipmaker positioned to follow, not on Apple's product line itself. What remains open is whether 2nm capacity ramps broadly enough to pull other large customers onto the node, or stays concentrated in a single buyer's volumes.