Apple and Intel Ink Strategic Chip Manufacturing Deal: A Shift in the Silicon LandscapeAccording to a recent report by The Wall Street Journal, Apple Inc. has officially formalized a manufacturing agreement with Intel Foundry. This move signals a significant shift in Apple supply chain strategy, as the tech giant seeks to diversify its chip production away from its sole reliance on TSMC (Taiwan Semiconductor Manufacturing Company).
A Multi-Year Negotiation Comes to Life
While discussions are said to have been underway for over a year, sources indicate that a formal agreement was signed just a few months ago. Although Apple also reportedly held talks with Samsung, Intel appears to have secured the partnership. While both Apple and Intel representatives have declined to comment, Intel’s stock surged 13.96% following the news, reflecting strong investor confidence in this "homegrown" manufacturing alliance.
The Rise of Intel Foundry and Government Support
The partnership follows a radical restructuring of Intel’s business into two distinct units: Product Design and Intel Foundry (the third-party manufacturing arm). A pivotal moment for the company occurred last year when the U.S. Government acquired a 10% stake in Intel.
Since this government backing, Intel Foundry has successfully secured high-profile contracts with industry leaders including NVIDIA, SpaceX, and now, according to reports, Apple.
Apple's move to share the chip market with Intel from TSMC isn't just about "price," but also about "stability." Amidst the tensions in the Taiwan Strait, Apple needs onshoring for chip production within the United States to ensure that iPhone and Mac production won't be disrupted in the event of a political crisis.
The "Intel 18A" Breakthrough: Analysts predict that Apple may be interested in Intel's 18A (1.8nm) manufacturing technology, which features PowerVia (back-of-chip power delivery) – a technology Intel claims is superior to competitors. If Intel delivers on its promises, this would be the first time in years that Intel may have technology that is "superior" to TSMC in some aspects.
The US government's 10% stake in Intel makes it a true "National Champion" of the U.S. Deals with NVIDIA, SpaceX, and Apple create a complete "Made in America" ecosystem, which will receive massive tax and subsidy support from the CHIPS Act, giving Intel a long-term cost advantage.
VPN The Hidden Challenge to the EU New Age-Verification Laws.
Source: The Wall Street Journal
Apple and Intel Ink Strategic Chip Manufacturing Deal: A Shift in the Silicon LandscapeAccording to a recent report by The Wall Street Journal, Apple Inc. has officially formalized a manufacturing agreement with Intel Foundry. This move signals a significant shift in Apple supply chain strategy, as the tech giant seeks to diversify its chip production away from its sole reliance on TSMC (Taiwan Semiconductor Manufacturing Company).
A Multi-Year Negotiation Comes to Life
While discussions are said to have been underway for over a year, sources indicate that a formal agreement was signed just a few months ago. Although Apple also reportedly held talks with Samsung, Intel appears to have secured the partnership. While both Apple and Intel representatives have declined to comment, Intel’s stock surged 13.96% following the news, reflecting strong investor confidence in this "homegrown" manufacturing alliance.
The Rise of Intel Foundry and Government Support
The partnership follows a radical restructuring of Intel’s business into two distinct units: Product Design and Intel Foundry (the third-party manufacturing arm). A pivotal moment for the company occurred last year when the U.S. Government acquired a 10% stake in Intel.
Since this government backing, Intel Foundry has successfully secured high-profile contracts with industry leaders including NVIDIA, SpaceX, and now, according to reports, Apple.
Apple's move to share the chip market with Intel from TSMC isn't just about "price," but also about "stability." Amidst the tensions in the Taiwan Strait, Apple needs onshoring for chip production within the United States to ensure that iPhone and Mac production won't be disrupted in the event of a political crisis.
The "Intel 18A" Breakthrough: Analysts predict that Apple may be interested in Intel's 18A (1.8nm) manufacturing technology, which features PowerVia (back-of-chip power delivery) – a technology Intel claims is superior to competitors. If Intel delivers on its promises, this would be the first time in years that Intel may have technology that is "superior" to TSMC in some aspects.
The US government's 10% stake in Intel makes it a true "National Champion" of the U.S. Deals with NVIDIA, SpaceX, and Apple create a complete "Made in America" ecosystem, which will receive massive tax and subsidy support from the CHIPS Act, giving Intel a long-term cost advantage.
VPN The Hidden Challenge to the EU New Age-Verification Laws.
Source: The Wall Street Journal
![[Rumor] Apple Diversifies Supply Chain with Major Intel Foundry Deal.](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhL6a6-MBqYyw8ggXgd9_M4BANnwKiOKrl3Bg9d1Jl3p9KJWWoLCUToTdjKQ8DnX9ZqD5GzuCZ4cgmYrvCKgOFSPaR-jmUWtNrYQ__j3xVRudAFMTDHXLeZX0C2wRJu-8Y1rLyueEQHHrGirx5u2iGrsVZxDMrTO5IkoFnAYJdz2d5TW4ARbC-oADVx3Ntn/s300/tinyview_intel.webp "[Rumor] Apple Diversifies Supply Chain with Major Intel Foundry Deal.")
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