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The Apple-Intel chip deal that everyone said would never happen is apparently happening.
Apple has started production of mid-range chips for iPhones, iPads, and Macs at Intel's 18A-P node.
KEY POINTS
- This move is a strategic hedge against TSMC's increasing prioritization of AI and high-performance clients.
- Apple's collaboration with Intel serves as a full-scale rehearsal for a future diversified supply chain.
- Intel's initial 2027 yield target for Apple chips is only 50-60%, with TSMC retaining over 90% supply share.
COMPANIES
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