Is this Intel Foundry Services fabbing apple-designed chips, or Apple using Intel-designed chips in their products? I would assume the former but don't see where in the article it says either way.
Apple designed chips, manufactured by Intel.
Apple, Intel have reached preliminary chip-making deal
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Re: Apple, Intel have reached preliminary chip-making deal
#22Is this Intel Foundry Services fabbing apple-designed chips, or Apple using Intel-designed chips in their products? I would assume the former but don't see where in the article it says either way.
Former, for sure
Re: Apple, Intel have reached preliminary chip-making deal
#23Is this Intel Foundry Services fabbing apple-designed chips, or Apple using Intel-designed chips in their products? I would assume the former but don't see where in the article it says either way.
How many more economic cycles until Intel is asking Apple to fab Intel-designed chips?
Re: Apple, Intel have reached preliminary chip-making deal
#24Would love to see this mean the return of Bootcamp, but that's probably gone forever.
Boot camp is a windows problem. This can be done today on apple silicon but Microsoft dosent want to go through the effort to support it.
I imagine it would be a big lift. Asahi linux is managing through reverse engineering the hardware support, without any official documentation. Even with official documentation it would be a significant change from other aarch64 hardware.
Re: Apple, Intel have reached preliminary chip-making deal
#25Big deal, smart for all parties, really. Apple standards will make Intel step up and become a better foundry partner.
Apple will gain increasingly needed diversification.
US supply chain gets a boost.
Should be fine for TSMC in the short to medium term. Apple not going to risk actual mainline iPhone SoC on Intel any time soon, so lion share of TSMC Apple revenue will be fine.
Re: Apple, Intel have reached preliminary chip-making deal
#26Intel was not "allowed" to fail. (But Spirit Airlines was) and now the stock is at an all time high.
It was only 9 months ago [0] that almost everyone here was bearish (not me [1]). Now it is the opposite.
Next we will here some folks wishing they should have joined Intel when it was $20 a share.
Re: Apple, Intel have reached preliminary chip-making deal
#27Intel seems far & away the best at chiplet right now. Foveros, EIMB, etc, and possible Z-Angle next... Intel seems way ahead. They're trying to get to 12x reticle size in 2028, and doing it super smartly (eimb).
https://bsky.app/profile/ogawa-tadashi.bsky.social/post/3mld...
That alone is a strong reason for Apple to show up. Apple has some pretty wild patents on chiplet System-on-Chip designs! https://bsky.app/profile/ogawa-tadashi.bsky.social/post/3mi7...
Re: Apple, Intel have reached preliminary chip-making deal
#28This is really nice for competition in semiconductor manufacturing. The TSMC quasi-monopoly (with Samsung fabs slightly lagging) and limited capacity is not good for the market. Owning leading edge fabs might also help Intel to keep up the competition in the x86 market. Intel is the underdog now!
Re: Apple, Intel have reached preliminary chip-making deal
#29> The Journal report said that the U.S. government, which became Intel's largest shareholder last year under a deal with its CEO Lip-Bu Tan, played a major role in bringing Apple to the negotiating table. Ah, so this wasn't a decision Apple freely made based on technical merits. Instead it sounds more like big government and a fancy stock manipulation scheme. My guess, Apple drags their feet for a couple years and ba…
Or use it to de-risk their supply chain.
Then why did the USG need to get involved to bring AAPL to the table?
Sure, supply chain redundancy is good, but that wasn't enough to get AAPL interested before.
Re: Apple, Intel have reached preliminary chip-making deal
#30Is this Intel Foundry Services fabbing apple-designed chips, or Apple using Intel-designed chips in their products? I would assume the former but don't see where in the article it says either way.
How many more economic cycles until Intel is asking Apple to fab Intel-designed chips?
Even if we make the not-particularly-reasonable assumption that Apple would want to own a fab, and the wildly unreasonable assumption that they would accept any outside customers for the fab: building a fab business from scratch to something competitive would take on the order of a decade or more even for a company with Apple's resources. And if Apple bought somebody else's fab business, it seems most likely that it would be Intel's and there would no longer be an Intel do design chips that would be in search of a foundry. (Intel has the only relevant logic fab business that could plausibly end up getting sold off to the likes of Apple.)