The funniest outcome would be Apple throwing so much money at Intel Foundry that they end up monopolizing the leading-edge nodes, like they do at TSMC, leaving the rest of Intel to fight for scraps on their own production lines.
I think the costs in the contract when Intel don’t deliver the volume and yields will effectively mean Apple ends up owning the remains of the company.
Returning as a US on shore manufacturer of Apple designed chips, and apparently not the leading edge ones. This feels like making Trump happy while Apple keeps full control.
I'm kinda surprised this deal seems to be 18A still. While progress, 14A is what really matters, as Intel has more or less been threatening to just give up if they don't get a large 14A commitment(unless that's changed recently).
Though, if this goes well, it stands to reason Apple may be that needed commitment.
The very first sentence of the article:
"Will Apple turn to Intel for production of its M-series chips in 2027? "
So it is not returning to Intel architecture.
The funniest outcome would be Apple throwing so much money at Intel Foundry that they end up monopolizing the leading-edge nodes, like they do at TSMC, leaving the rest of Intel to fight for scraps on their own production lines.
If Intel make the CPUs in the USA are they going to be shipped to China for final assembly?
I think the costs in the contract when Intel don’t deliver the volume and yields will effectively mean Apple ends up owning the remains of the company.
Source: https://x.com/mingchikuo/status/1994422001952555318
Returning as a US on shore manufacturer of Apple designed chips, and apparently not the leading edge ones. This feels like making Trump happy while Apple keeps full control.
I'm kinda surprised this deal seems to be 18A still. While progress, 14A is what really matters, as Intel has more or less been threatening to just give up if they don't get a large 14A commitment(unless that's changed recently).
Though, if this goes well, it stands to reason Apple may be that needed commitment.
Getting foundry services off the ground requires starting somewhere. Apple is hedging. I don’t see it as a bad thing for Intel.
> don’t see it as a bad thing for Intel
Isn't this a ringing success for their strategy of separating chip design from fabrication?
Dual sourcing keeps prices low.
[dupe] https://news.ycombinator.com/item?id=46080424
I think a lot missed it because of Thanksgiving in the US.
Well I sure hope not. I'll never buy a mac with an Intel processor again
The very first sentence of the article: "Will Apple turn to Intel for production of its M-series chips in 2027? " So it is not returning to Intel architecture.
Perhaps the headline should have been changed when the post was made here.
Or people should read beyond the headline before commenting
“Intel-manufactured Apple Silicon could return to Apple’s computers in 2027”
They're talking about Intel fabbing Apple Silicon chips, not going back to x86.